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Creating A Validation Rule

To set up a validation for a cell, you need to select the type of validation to be performed and then either provide a value or a pattern that will be tested against. The types of validation available will change depending on the type of cell that is selected.

Constructing a Validation Pattern

A validation pattern is used to define the format that inputs to a cell will be tested against. Only inputs that match the pattern specified in the string are considered valid. The following characters can be used to construct a validation pattern:

Character	Description
A	Alphabetical character (A to Z and a to z)
C	Alphanumeric character (A to Z, a to z and 0 to 9)
N	Numeric character (0 to 9)
*	Character matches the previous character type
Hyphen	Character must be a hyphen
Space	Character must be a space
Custom list	These values can be provided as a comma-separated list (C1,C2,C3) to match values defined in other CaseView cells. Complex calculations are not supported for validation.
Boolean	The values "Yes" and "No" can be defined as string constants to produce a boolean match.

Numeric Cells

Numeric cells have the following validation types available:

Validation Type	Description
<	Matches values that are less than the provided validation value.
<=	Matches values that are less than or equal to the provided validation value.
>	Matches values that are greater than the provided validation value.
>=	Matches values that are greater than or equal to the provided validation value.
Value Not Equal	Matches values that are not equal to the provided value.
Value Between	Matches values that are between the provided values.

Once you have chosen the type of validation to perform on a numeric cell, you must provide a value to match against. Click the button in the cell next to the validation type and use the calculation editor to provide a value. This can be a static value, or one that is calculated using the formula that you build in the calculation editor.

Alphanumeric Cells

Alphanumeric cells can be set to Value Not Empty to ensure that a value is provided, or they can also be set to Match Format to validate input against a provided pattern. You can create a custom pattern to use for validation or use one of the pre-defined patterns from the table below:

Menu Selection	Validation Pattern	Description	Default Message
Postal Code	ANA NAN	Canadian postal code	Input must be a Postal Code
Zip Code USA	*NNNNN	U.S. zip code	Input is not a valid Zip code
Zip Code + 4 USA	*N-NNNN	Predefined U.S. +4 zip code	Input is not a valid Zip code
Zip Code No	*N	U.S. zip code short form	Input is not a valid Zip code
Zip Code No, -	N-N	U.S. zip code short form	Input is not a valid Zip code
Zip Code Gen	N or N-*N	Zip Code format for versions of Working Papers lower than 2011	Input is not valid Zip code
Phone No CAN	*N-NNN-NNNN	Canadian phone number	Input is not a valid phone number
Phone No USA	(*N) NNN-NNNN	U.S. phone number	Input is not a valid phone number
Phone No Gen	N-N-*N	Phone number format for versions of Working Papers lower than 2011	Input is not a valid phone number
Phone No Intl	+ N N N N	Phone number
SIN CAN	*N NNN NNN	Canadian Social Insurance Number	Input is not a valid social insurance number
SIN USA	*N-NN-NNNN	U.S. Social Security Number	Input is not a valid social insurance number
X or ""	X or Space	Alphanumeric input format for versions of Working Papers lower than 2011	Only X and " " are valid inputs for this cell
Y, N or ""	Y, N or Space	Alphanumeric input format for versions of Working Papers lower than 2011	Only Y, N and " " are valid inputs for this cell
Specific List	Comma-separated list of values	User defined, values separated by commas	Click $images\calctool_shg.gif$ on the right side of the field to create a custom message. This message must be enclosed in quotation marks
Custom format	Custom user-defined pattern	User defined, values separated by commas	Click $images\calctool_shg.gif$ on the right side of the field to create a custom message. This message must be enclosed in quotation marks

Date Cells

Date cells can be validated in a similar way to numeric cells, except that the value being matched against is a date, rather than a number. Dates are specified using the format DMY(1,1,2012) where the first number in the brackets represents the day, the second represents the month and the final number represents the year.

Validation Type	Description
<	Matches dates after the date inputted into the cell.
<=	Matches dates after or the same as the date inputted into the cell.
>	Matches dates before the date inputted into the cell.
>=	Matches dates before or the same as the date inputted into the cell.
Value Not Equal	Matches dates that are not equal to the provided value.
Value Between	Matches dates that are between the provided values.
Value Not Empty	Matches any input to the cell.

Calendar Control

If the Calendar Control check box is selected, the cell will allow the user to select a date from a drop-down calendar to capture the input rather than typing a date into the cell. The Calendar Control also allows for immediate validation of date cells.

Creating A Validation Rule

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