Form Validation with Validation Rules

Summary

Form validation rules automatically control the status for the work item and equipment that contain the form/checklist (table). 

Validation rules can facilitate complex workflows, or simple verification that each row has been checked in a checklist.

Each table can have multiple validation rules consisting of required cells in columns, rows, individual cells, and use AND or OR logic. 

Validation rules work in conjunction with file upload/review/reject/approval workflows. You can read more about Required Files here.

Add and edit validation rules

You can add new validation rules in the live editor or with Excel uploads.

Add and update validation rules in the validation rule editor

Click the button to make the validation rules visible, then add new rules or edit existing ones.

Add and update validation rules with Excel Edits

This can be done using shortcodes with an Excel upload form for work items and tables. Use the Excel Edit button on a work item page to get the Excel file.