Creating Validation Rules and Dynamic Fields

Creating Validation Rules and Dynamic Fields


During Projects, it might happen that you need to check the input that Attendees will enter or need to provide them with useful insights about their current purchase, for this EEXAR lets you create Validation Rules and Dynamic Fields to inform Attendees about these specificity.

Validation Rules

Validation Rules are applied to Order Fields they help validating the entry made by users during projects. For example, you need to make sure a quantity entered always remains above a certain number you can do it through Validation Rules.

To create Validation Rules
  1. Go to Projects.
  2. Create/select a project.
  3. Under the Settings step in the General tab, make sure Shopping Experience is enabled.
  4. Under Order Fields do the following:
    • Create Order Fields (if not already done).
    • Click the Validation Rules box next to the Order Field you need rules for.
    • Fill in a Condition, a Source and a Value.
      Condition: Is the type of condition that the system needs to check every time a user does an input for that Order Fields. The following options are available:
    1. Multiple of: Checks if the entry is a multiple of a certain value.
    2. Equal to: Checks if the entry is strictly equal to a certain value.
    3. Not equal to: Checks if the entry is strictly not equal to a certain value.
    4. Greater than: Checks if the entry is strictly greater than a certain value.
    5. Greater than or equal to: Checks if the entry is greater or equal than/to a certain value.
    6. Less than: Checks if the entry is strictly lesser than a certain value.
    7. Less than or equal to: If the entry is lesser or equal than/to a certain value.
      Source: Is the type of value that the system needs to check as comparative information. The following options are available:
    1. Fixed Value: Raw value entered by the creator of the project.
    2. Product Detail Fields: Dynamic value relative to each Product.
    3. Order Fields: Dynamic value relative to other(s) Order Field(s) for each Product.
    4. Custom: Dynamic value relative to the result of a complex calculation written by the creator of the project. Read article about Custom Validation Rules.
      Value: Is the actual value that the system needs to use as comparative information. The following options can be used, if:
    1. Fixed Value: Any integer or non-integer number.
    2. Product Detail Fields: Any Product Fields that are from the number type.
    3. Order Fields: Any Order Fields that are from the number type.
    4. Custom: Any Fixed value that is an integer or non-integer, Product Fields/Order Fields that are from the number type.
                 
Note:
You can add as many rules as you want.
    1. Add a hint for each rule, that will be displayed to inform the user about the rule he/she should follow (ex: Quantity entered should be a multiple of the PCB.)
      5. Click Confirm.
 

Dynamic Fields

Dynamic Fields are informative fields displayed all along the project to the Attendees to provide them with important information. For example, you want your Attendees to know how much they are currently spending, you can do so through Dynamic Fields.

To create Dynamic Fields
  1. Go to Projects.
  2. Create/select a project.
  3. Under Dynamic Fields do the following:
    • Add Dynamic Field.
    • Specify the name of your Dynamic Field.
    • Specify the Type and the Value.
      Type: Is the type of calculation that the system needs to execute every time a user reviews a Product. The following options are available:
  1. Product of: Executes a "Product of" different values.
  2. Sum of: Executes a "Sum of" different values.
  3. Custom: Specific calculation written by the creator of the project. Read article about Custom Dynamic Fields.
      Value: Is the actual values that the system needs to use to execute the calculation. The following information are required:
  1. Source: Is the type of value that the system needs to use. The following options are available:
    1. Fixed Value: Raw value entered by the creator of the project.
    2. Product Detail Fields: Dynamic value relative to each Product.
    3. Order Fields: Dynamic value relative to other(s) Order Field(s) for each Product.
    4. Product Prices: Dynamic value relative to each Product.
  2. Value: Is the type of value that the system needs to check as comparative information. The following options are available:
    1. Fixed Value: Any integer or non-integer number.
    2. Product Detail Fields: Any Product Fields that are from the number type.
    3. Order Fields: Any Order Fields that are from the number type.
    4. Product Prices: Nothing to specify.
Note:
You can add as many Dynamic Fields as you want.

SEE ALSO

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