Life is so much better when you get an instant advice to solve your problem as you are facing it. This is precisely what Apty's on-screen Validation accomplishes. For example, validating the correct format for your email address or phone number.
In this article, we will learn how to create a Validation while generating a New Lead on Salesforce.
Use the following steps to create a Validation,
1. Login to the Apty Studio after launching it on your web browser.
2. Click Select Application.
3. Choose SFL from the list of applications to launch Salesforce in your browser.
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4. On the Salesforce application, navigate to the New Lead section and then click Validations on the Apty Studio.
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5. Select a Frame to start creating Launchers on your application page.
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6. Click the + icon or Create New Validation button to start creating Validations.
7. Click Select Spotlight and then hover you cursor over the element you want to select.
Note: Element Selection is a default selector when the user creates a new Validation. However, you can choose one of the advanced selectors from the drop-down.
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8. Click the Email input field on the New Lead form to create an email Validation.
9. In the Apty Studio, enter your Validation Name.
Note: A default Validation name will be assigned based on the element you select. However, you can modify the name according to your requirements. |
10. Under VALIDATORS, click the +Add Validator button to add a condition.
11. Select Regular expression from the dropdown.
Note: To learn more about different validation conditions, see Advanced Conditions for Validations. |
12. Add the regular expression as shown below to authenticate the user's email id and then include an error message for when a user submits an incorrect email id.
^([a-zA-Z0-9_\-\.]+)@([a-zA-Z0-9_\-\.]+)\.([a-zA-Z]{2,5})$^([a-zA-Z0-9_\-\.]+)@([a-zA-Z0-9_\-\.]+)\.([a-zA-Z]{2,5})$
13. Select a position for your Validation icon to appear on your application.
Info: You can also customize your Validation Icon offset and choose to show or hide the icon. |
14. Select your Validation theme and appearance from the dropdown.
Info: By default three theme options are provided for Apty Validations:
To learn how to create new themes, see Themes (Version 4.x). |
15. Click Save.
Once you create a Validation, you can make it accessible for your end users by publishing it either through the Admin Portal or the Apty Studio.
For more information, see Publishing Apty Content(version 4.x or above).
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