Resolving Data Validation Errors

If Service Administrators have set up any data validation rules, then users can view the outcomes of these rules in Smart View and fix errors directly in the form.

Administrators can set up data validation rules to ensure that data meets company guidelines. While setting the rules, they can set:

• Criteria for the data you enter
• Background colors to call your attention to data validation errors
• Messages that tell you what the criteria is

For more information on how to set up data validation rule, see the Administration Guide for your business process.

If the data in a form does not meet the criteria in the data validation rules, the cells with errors are displayed with the assigned background color. Smart View users can also use the Data Validation panel, which lists the cells containing validation errors, grouped by validation rule. When you click a cell from this list, it gets highlighted in the form and the message associated with the rule appears in a tool tip.

To resolve data validation errors:

1. Open a form with errors and hover your cursor over the cell having a non-default colored background to view the validation message.

   Your administrator typically calls your attention to cells having data validation rule errors by displaying them with a colored background.

2. From the provider ribbon, select Data Validation.
3. In the Data Validation panel, expand the validation rule and review the list of cells with errors.

4. Click each data cell that has validation errors and resolve each error based on the instructions in the data validation message.

   As you resolve errors, those cells are removed the list.

5. When you have resolved all errors, submit the data.

   The background color and validation messages are cleared from the cells. If you open the Data Validation panel now, it too appears blank.