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Validating answers in a survey

You can validate the answers to questions in a survey. By displaying an error when an answer is invalid, you can ensure that the information that users provide is accurate and in an expected format.

ClosedTo perform the validation when the user submits the survey:

  1. Click Designer Studio > Case Management > Survey to open the Survey Management landing page.

  2. Click the name of a survey.

  3. Click Actions > Open to open the underlying survey rule.

  4. On the Instructions tab of the Survey form, press the Down Arrow key in the Validation field, and select the name of an edit validate rule that evaluates the values of properties that are mapped to questions in the survey.

  5. Click Save.

ClosedTo perform the validation when the user submits a specific question page:

  1. Click Designer Studio > Case Management > Survey to open the Survey Management landing page.

  2. Click the name of a survey.

  3. Click Edit next to the name of a question page.

  4. In the Edit question page dialog box, expand the Advanced question page settings section.

  5. In the Validation field, press the Down Arrow key and select the name of an edit validate rule that evaluates the values of properties that are mapped to questions on the same question page.

    For example, you can verify that the user provides a phone number for each name on the emergency contact question page.

  6. Click Save to close the Edit question page dialog box.

Note: You must purchase a separate license before using survey functionality in your application.

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