Custom Fields Validations

This table describes the different input types and the validations available for custom fields, depending on workflow.
Input Type Available for Description
Droplist
  • Billing
  • Requisition
  • Supplier
  • Manager
  • Worker
  • Department
  • Supplier Invoice Payment

Used for single selection from a list of 10 or fewer items (for example, job category).

Configures the custom field with a drop down. If you select this input type, from the Choose List drop down, select the list to use.

For more information about adding lists to the application, see Add CF Reference Lists.
Droplist (Long)
  • Requisition

Used for single selection from a list of 40 or fewer items (for example, country).

Configures the custom field with a long drop down. If you select this input type, from the Choose List drop down, select the list to use.

For more information about adding lists to the application, see Add CF Reference Lists.
Text Box (Small)
  • Billing
  • Requisition
  • Supplier
  • Manager
  • Worker
  • Department
  • Supplier Invoice Payment

Used for free text entry where the value does not need to be consistent, or require much information (for example, a person's name).

Configures a small text box for the field.
If you select this input type, additionally select a validation type constraint for the field. Select from:
  • - Does not constrain any input in the field.
  • - Requires a date to be entered in the field. If you select this validation, you can optionally constrain the date format input in the Validation Format field. For example, 'MM/DD/YY'.
  • - Requires numbers to be entered in the field. Use a 'N' (case sensitive) for each number required in the input format. You can also add required decimal points or percentage symbols (%) for the field. If you select this validation, you can optionally constrain the date format input in the Validation Format field. For example, if you wanted to validate a two digit number input, then enter 'NN'.
  • - Requires text to be entered in the field. Use a 'N' (case sensitive) for each number and an 'A' (case sensitive) for letters required in the input format. No symbols are allowed. If you select this validation, you can optionally constrain the date format input in the Validation Format field. For example, if you require input to be two numbers, a hyphen, and three numbers, enter 'NN-AAA'.
  • - Requires the input be made from a pre-configured reference list. If you select this validation type, select a list from the Validation List drop down.
  • - Requires the input be made from a reference list. Also, the input must be case sensitive.
  • - Requires an email address be entered in the field.
Text Box (Large)
  • Billing
  • Requisition
  • Supplier
  • Manager
  • Worker
  • Department
  • Supplier Invoice Payment

Used to for free text entry where the input does not need to be consistent, but there are a number of details (for example, an approval reason).

Configures a large text box for the field.
If you select this input type, additionally select a validation type constraint for the field. Select from:
  • - Does not constrain any input in the field.
  • - Requires a date to be entered in the field. If you select this validation, you can optionally constrain the date format input in the Validation Format field. For example, 'MM/DD/YY'.
  • - Requires numbers to be entered in the field. Use a 'N' (case sensitive) for each number required in the input format. You can also add required decimal points or percentage symbols (%) for the field. If you select this validation, you can optionally constrain the date format input in the Validation Format field. For example, if you wanted to validate a two digit number input, then enter 'NN'.
  • - Requires text to be entered in the field. Use a 'N' (case sensitive) for each number and an 'A' (case sensitive) for letters required in the input format. No symbols are allowed. If you select this validation, you can optionally constrain the date format input in the Validation Format field. For example, if you require input to be two numbers, a hyphen, and three numbers, enter 'NN-AAA'.
  • - Requires the input be made from a pre-configured reference list. If you select this validation type, select a list from the Validation List drop down.
  • - Requires the input be made from a reference list. Also, the input must be case sensitive.
  • - Requires an email address be entered in the field.
Radio
  • Billing
  • Requisition
  • Supplier
  • Manager
  • Worker
  • Department
  • Supplier Invoice Payment

Used to display up to five options where the user benefits form seeing all options while making a choice (for example, 'Is remote work allowed').

Adds radio buttons to make input selections. If you select this option, in the Choose List drop down, select the list of buttons to add as the field.
Drill Down
  • Billing
  • Requisition
  • Supplier
  • Worker

Used for single selection that allows a user to select sub options from a hierarchical or sequential set of choices (for example, cost structures).

Adds a drill down list to select values from.
Configuring this type of list allows you to reference a list, and label each parent level for the list in the field, even if the list is referenced in multiple places. You can configure both the label for the drop down and the help text that appears when you click the question mark icon next to the drop down.
Note:
The parent level selections define which selections are available in child fields, down to the final value.

The display for this type of list is either a drop down or a text field with enabled suggestive search. The default is a drop down. To enable the suggestive search, next to the parent value, select the Suggestive Search with Wildcard check box.

For more information about drill down lists, see Drill Down Lists in Custom Fields.
Suggestive Search
  • Billing
  • Requisition
  • Supplier
  • Worker

Used for single selection based on user input.

Allows you to configure a searchable list. The application gives suggestions based on the values in this list.
Multi Select
  • Requisition

Used for multiple selection (for example, provisioning).

Allows you to select multiple options for the field.