Add a Validation Event

Administrators can create a Validation Event, which consists of a group of conditions that are validated on a work activity based on the selected Events.

  1. From the home page, click Configure and click Field Validation.
  2. Select either Inspection Template, Service Request Template, or Work Order Template.

  1. Select the Template you'd like to add a Field Validation Event to.

  1. Select Add record.

  1. Enter the Event Name and click Add.

The Events determines when the conditions are validated on the work activity template.

  1. Select cancel, close, and/or update from the Events drop-down list.
  2. Select the Frequency.
  • Always: Select to always trigger the validation when the work activity is canceled, closed, and/or updated.
  • Specific Condition: Select to specify a condition that the work activity must meet when the work activity is canceled, closed, and/or updated to trigger the validation.
  1. If you are adding a specific condition, click Empty query and click Add Condition.

  1. Select fields from the drop-down lists to construct a condition.

  1. Click Save.

See Add or Edit a Field Condition to add Field Conditions to the event.