Set Value Rules

Business Background

Use the Set Value Rules function to set the acceptable values for an input field, this can improve the efficiency and accuracy when capturing information.

  • Operation: Code that identified the task to be performed.
  • Value: Choose between a Static Value or a Field that uses data from the project or parameter.
  • () Brackets: Express complex conditions. For example, A AND B OR C -> This can be considered in many ways: (A AND B) OR C, A AND (B OR C), etc.
  • And/Or: Define relationships between multiple rules.
  • Rule Name and Description: Change the name of the rules based on the subject area and include its purpose in the description. This assists in keeping track of various conditions,
  • Kebab Menu: Options to Clone/Turn off/Delete Value Rules and Conditions.
  • Field: Add automation to documents and projects. It designates available options a user can submit as a response to an input field.
  • Custom Error Message: Specify meaningful messages to convey to users what caused the invalid value error and how to rectify it.

How to Video

  • 0:02 An introduction to Set Value Rules.
  • 1:54 Navigate to Index Settings.
  • 2:04 We show you how to create Set Value Rules.
  • 2:22 Learn about creating Set Value Rules for different input fields.
  • 5:44 Preview the updated project.

How to Guide

  1. Navigate to Titan Web Application.
  2. Click the expand (+) button next to the settings icon. A list of elements will show.
  3. Select the Input option from the list.
  4. Drag and drop the Input element to the canvas.
    • Any input that has Value Rules can be used.
  5. Click the Element settings Gear icon. The Element settings screen opens.
  6. Select the Value Rule option and click the Set Value Rules button. The Set Conditions screen opens.
Value Rules option
  1. Select an option from the VALID IF statement using the drop-down lists. This is mandatory, and you will see an error message when no selection has been made.
  2. See the below table for some VALID IF statement examples when selecting Value from the drop-down list. You must add the value in the Operation field.
Set Conditions screen
Operation option screen
Operation option screen

Operation

OperationDescription
ContainsInputs values if it contains the specific text. The input is valid if begins with the specified text. For example, ‘Am’ for ‘America’.
Not ContainsInput and Search Values are used as arguments. If the input value does contain the search value, it is excluded. For example, ‘Am’ will not return the result ‘America’.
ChangedIf the input has changed (Value A to Value B, NULL to Value A, Value A to NULL).
Start withInput values that start with the specified characters are included. For example, ‘America’ starts with ‘am’, ‘ame’, etc.
Ends WithInput values that end with the specified characters are included. For example, ‘America’ ends with ‘ica’, ‘ca’, etc.
EqualsInputs are compared to the text. If the inputs match the text the content is captured.
Equal caseInputs are compared to the text, including the casing. If the inputs do not match the exact casing no results display.
Not equalInputs that do not match the parameter are included. For example, ‘America’ will display all content that does not contain that value. For example, ‘America’ will include america.
Not equal CaseInputs are compared to the text, excluding the casing. All text contains the same value, but does not match the casing, it will be included.
Equal orInput values that can contain more than one acceptable value. Separate the values with commas to include all results. For example, if ‘professor,doctor’ is stipulated. All results equal to ‘professor’ or ‘doctor’ will be returned.
Equal or CaseInput values that contain the specific value or only have a case difference. Separate the values with commas to include all results. For example, if you add ‘Company,’ results for ‘company’ will also be returned.
Not Equal or Inputs that do not match the parameter or the additional values are included. For example, if ‘professor,doctor’ is stipulated, all values that do not contain those specifications will display.
Not Equal or CaseInputs that exactly match or only have a case difference are excluded. For example, if ‘professor,’ is stipulated all results that are not equal to ‘professor’ and a specified case will be returned.
Min LengthInputs that match the minimum character values are included.
Max LengthInputs that match the maximum character values are included.
Is emptyInputs with no values are included.
Is not emptyInputs that contain data are included.
Max Count of wordsInputs that match the maximum word count values are included.
Min Count of wordsInputs that match the minimum word count values are included.
Address validationEnsure that street and postal addresses exist using Google API Key.
RegexRegular Expressions define filters and specify a search pattern in the text.
CustomInput fields that match javascript to return valid results.
Israel IDInput fields that contain IDs that follow the Israeli format.
US SSNInput fields that contain The Social Security number format.
Numbers onlyInputs that contain numerals only are included.
Alpha onlyInputs that contain alphabetical letters only are included.
AlphanumericInputs that contain both alphabetical letters and numerals are included.
Max File Size Inputs that meet the Maximum File Size will be included. This can be a single or multiple files. The files will upload, but if they do not meet the requirement, they will not be pushed to Salesforce.
Min File SizeInputs that meet the Minimum File Size will be included. This can be a single or multiple files. The files will upload, but if they do not meet the requirement, they will not be pushed to Salesforce.
Max Single File SizeA single input that meets the maximum file size. If the file doesn’t meet the requirement, it will not be uploaded.
Min Single File SizeA single input that meets the minimum file size. If the file doesn’t meet the requirement, it will not be uploaded.
Greater thanInputs that are larger than the greater than value are included.
Less thanInputs that are smaller than the less than value are included.
BetweenInput data that does fall between a value range is included. For example, numbers must be between 20-40, only results after 20 and before 40 will be returned.
Not betweenInput data that does not fall between a value range is included. For example, not between 20-40, only results before 20 and after 40 will be returned.

Value

You can choose whether to use a Value or Field.

  1. Select an option from the VALID IF statement using the drop-down lists. This is mandatory, and you will see an error message when no selection has been made.
  2. See the table below for some VALID IF statement examples to select when selecting Field from the drop-down list. You can set any value.
Operation option screen
Operation option screen

() Brackets

Brackets can be used to enforce the evaluation to occur in a specific order

  1. Select an option from the VALID IF statement using the drop-down lists. This is mandatory, and you will see an error message when no selection has been made.
  2. Click on the minus (-) option to remove a rule.
Value option screen

AND/OR

Use the AND/OR to identify the relationship between the conditions,

  1. Click the Add a condition option to add a condition. Create AND/OR Conditions by clicking the drop-down arrow. Define relationships between multiple rules.
Add a condition option
Add a condition option

Rule Name and Description

  1. Type in the Rule Name and the purpose of the rule in the description to track each rule and identify the reason.
Rule and description

Kebab Menu

  1. Use the Kebab menu to Clone, Turn Off and Delete rules.
Kebab Menu options

Field

FieldDescription
Boolean TrueIf the data matches the criteria the values are valid.
Boolean FalseIf the data is different from the criteria the values are valid.
Device Condition based on the device being used.

Custom Error Message

  1. Type a custom error message in the field when the rule does not match.
custom error message screen
Custom error message screen
  1. If necessary, add custom variables set from Salesforce or use static values.
  2. Click the Apply button.
Apply button screen
Apply button

The value rule is added.

Created value rule option
Created value rule option

Hidden Title

Need more help?