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About data validation
 

Data validation (data validation: The process of testing the accuracy of data; a set of rules you can apply to a control to specify the type and range of data that users can enter.) can be used to display error alerts when users enter incorrect values into a form. Rather than checking for errors after a form is completed, data validation verifies values as the form is being filled out.

Working with data validation when filling out a form

Microsoft Office InfoPath 2003 automatically checks the data you type into a form and displays an error alert if the value does not match the condition specified by the data validation rule. If a value you enter does not match the specified condition, an error alert provides you with immediate feedback.

Error alerts can be either dialog box alerts (dialog box alert: A data validation alert that opens a dialog box with a custom error message when invalid data is entered into a control.) or inline alerts (inline alert: A data validation alert that marks controls that contain invalid data with a dashed red border. Users can right-click controls to display custom error messages.). You can correct errors immediately, or you can use the commands on the Tools menu to navigate through and correct all the errors in a form at once. Uncorrected errors are marked with a dashed red border. Required entries are marked with a red asterisk or, for some types of controls, a dashed red border. To see details about the error, you can right-click the control.

If you save a form without fixing the errors, you will be reminded about the errors with a dialog box alert. You can save forms with validation errors, but you cannot submit them.

Working with data validation when designing a form

Data validation is always associated with a specific control (control: A graphical user interface object, such as a text box, check box, scroll bar, or command button, that lets users control the program. You use controls to display data or choices, perform an action, or make the user interface easier to read.) and occurs when a user fills out a form. Note that InfoPath verifies a condition by checking the value of the field (field: An element or attribute in the data source that can contain data. If the field is an element, it can contain attribute fields. Fields store the data that is entered into controls.) that is bound (bind: To connect a control to a field or group in the data source so that data entered into the control is saved. When a control is unbound, it is not connected to a field or group, and so data entered into the control will not be saved.) to the control, not the control itself.

ShowTypes of data validation

InfoPath supports several types of data validation, each of which can be used separately or in combination:
  • Required fields   Requires users to enter a value into a control.
  • Data-type validation   Requires users to enter a particular type of data, such as whole numbers or dates, into a control.
  • Range checking   Ensures that the value entered into a control is within the specified range. For example, range checking can limit an expense item to less than $500.
  • Dynamic comparisons   Compares values in different controls. For example, dynamic comparisons can require a shipping date to occur after an order date.
  • Data patterns   Requires users to type values in a specific pattern, such as a phone number.
  • Code-based validation   Uses custom code to perform advanced validation on a control.

ShowTypes of error alerts

When you add data validation to a control, you can specify one of two types of error alerts to display to users:

  • Inline alert   Marks controls that contain invalid data with a dashed red border. The user can right-click the control to display a standard or custom error message.
  • Dialog box alert   Opens a dialog box with a custom error message when invalid data is entered into a control. If the user does not fix the error immediately the control is marked with an inline alert.

ShowSchema-based validation

If your form is based on a pre-existing XML Schema (XML Schema: A formal specification, written in XML, that defines the structure of an XML document, including element names and rich data types, which elements can appear in combination, and which attributes are available for each element.), InfoPath automatically validates data entries based on the schema constraints. In some cases, these constraints are similar to or the same as the standard data validation available in InfoPath; data-type validation, for example, is a kind of schema-based validation. In other cases, the pre-existing schema may contain more extensive validation, including advanced data types. Error alerts for schema-based validation appear as standard inline alerts.

To test a data validation constraint, including the conditions and error alerts, preview your form and enter valid and invalid data into the control you want to test. Error alerts will appear in the preview exactly as they appear to your users.

Note  The information in this topic may not apply if you are working with a form designed using Microsoft Office InfoPath 2003 without the service pack installed.

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