Field Validation allows you to define rules that a field's value must satisfy. This helps ensure your team is capturing clean, accurate data — reducing entry errors and saving time on downstream corrections.
Setting up Validation
1. In the Template Editor, select the Text or Number field you want to apply validation to.
2. In the Properties Panel, locate the Validation property under the Value section and click Add.
3. In the Text field validation or Number field validation panel that appears, configure the following:
Criteria — Select a validation rule from the dropdown, or click the fx button to define a custom rule using the Calculation Builder. Once selected, enter the value or values required by your chosen criteria. You can enter these manually or reference another field of the same type in your Template.
For Text fields, the available criteria are:
is email
is exactly
contains
does not contain
length is
For Number fields, the available criteria are:
greater than
greater than or equal
less than
less than or equal
is equal to
is not equal to
is between
is not between
If invalid — Choose what happens when the Form User's entry does not meet the criteria:
Show warning — alerts the Form User but allows them to proceed
Show error — prevents the Form User from submitting the Form until the value is corrected
Display message — Enter the message that will be shown to the Form User when their entry is invalid. This field is required and has a 140 character limit. For example: Must be a valid email address.
4. Click Save. A Validation preview at the bottom of the panel shows how your message will appear to Form Users.
Example: Requiring a valid email address
If you have a Text field named "Email Address" and want to ensure the Form User enters a properly formatted email:
Set Criteria to is email
Set If invalid to Show error
Set Display message to: Must be a valid email address.
The Form User will see this message if they enter a value that is not a valid email format, and will not be able to submit the Form until it is corrected.
Tips
Use Show warning when a value may be outside expected bounds but is not necessarily incorrect — for example, alerting a Form User that hours entered are in overtime range.
Use Show error when the value must meet the criteria before the Form can be submitted.
Validation works alongside the Required property. Use Required to ensure a field is not left blank, and Validation to ensure the value entered meets a specific rule.
For more on writing custom formulas, see Writing a Calculation.