To create and configure validation rules, the following prerequisites must be in place:<\/p>\n
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- You must be logged in to Transact as Administrator.<\/li>\n
- You will need a batch class with a document type configured. For detailed steps, refer to Add New Document Type<\/a>.<\/li>\n
- Your document type should have at least one index field. For detailed steps, refer to Add New Index Field<\/a>.<\/li>\n<\/ul>\n
<\/a>Overview<\/h2>\n
Validation rules use regular expressions to determine if an extracted value is correct.<\/p>\n
When an index field value is extracted from a document, Transact will run the extracted value against the validation rules for that index field. If the format of the extracted value matches the regular expressions (regex) set in the Validation Rules <\/strong>page, the field will be automatically validated.<\/p>\n
These rules are set at the index field level.<\/p>\n
<\/a>Configuring Validation Rules<\/h2>\n
This section describes how to create and configure validation rules for an index field.<\/p>\n
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- From the Batch Class Management <\/strong>screen, select and open your batch class.<\/li>\n
- Go to Document Types <\/strong>> <your document type><\/em> <\/strong>> Index Fields <\/strong>> <your index field><\/em><\/strong> > Validation Rules<\/strong>.<\/li>\n<\/ol>\n
![](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-56.png\")
<\/p>\nFigure 1. Validation Rules<\/em><\/p>\n
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- Click Add<\/strong>. This will create a new Pattern<\/strong>.<\/li>\n<\/ol>\n
![](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-57.png\")
<\/p>\nFigure 2. New Pattern<\/em><\/p>\n
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- From the drop-down, select either Regex Builder <\/strong>or Regex Pool<\/strong>.\n
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- Regex Builder:<\/strong> Use a wizard to write your own custom regular expression.<\/li>\n
- Regex Pool: <\/strong>Search a collection of commonly used pre-defined regular expressions, or regular expressions you previously added to your pool.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
![](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-58.png\")
<\/p>\nFigure 3. Select Option<\/em><\/p>\n
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- Build a regular expression that matches your index field pattern.<\/li>\n<\/ol>\n
![](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-59.png\")
<\/p>\nFigure 4. Phone Number Validation Rule<\/em><\/p>\n
Note: <\/strong>In the example above, we’ve used the following expression for a phone number:<\/p>\n
\\(?([0-9]{3})\\)?[-\\. ]?([0-9]{3})[-\\. ]?([0-9]{4})$<\/p>\n
This will validate U.S. phone numbers entered in the following formats:<\/p>\n
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- With or without parentheses around the area code.<\/li>\n
- With either a dash, period, space, or nothing separating each section of numbers.<\/li>\n<\/ul>\n
For more information on regular expressions, refer to Regular Expressions<\/a>.<\/p>\n
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- When you’re satisfied with your pattern, click Apply<\/strong>.<\/li>\n
- If desired, create additional validation rules for the index field as needed. Only one validation rule must be satisfied for the index field to be automatically validated.<\/li>\n<\/ol>\n
<\/a>Configuring the Validation Operator<\/h2>\n
When creating multiple validation rules for a single index field, you can specify whether all rules must be satisfied for a field to be validated, or only one rule. To do so, change the Validation Operator <\/strong>on the Index Fields <\/strong>page.<\/p>\n
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- With your batch class open, go to Document Types <\/strong>> <your document type><\/em><\/strong> > Index Fields<\/strong>.<\/li>\n
- Select the Validation Operator <\/strong>for your index field.\n
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- OR \u2014 Only one rule must be satisfied (default).<\/li>\n
- AND \u2014 All rules must be satisfied.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n
![](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-65.png\")
<\/p>\nFigure 5. Validation Operator<\/em><\/p>\n
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- Click Apply<\/strong>.<\/li>\n<\/ol>\n
<\/a>Using Validation Rules<\/h2>\n
- Click Apply<\/strong>.<\/li>\n<\/ol>\n
- Select the Validation Operator <\/strong>for your index field.\n
- If desired, create additional validation rules for the index field as needed. Only one validation rule must be satisfied for the index field to be automatically validated.<\/li>\n<\/ol>\n
- When you’re satisfied with your pattern, click Apply<\/strong>.<\/li>\n
- Regex Pool: <\/strong>Search a collection of commonly used pre-defined regular expressions, or regular expressions you previously added to your pool.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n
- Regex Builder:<\/strong> Use a wizard to write your own custom regular expression.<\/li>\n
- From the drop-down, select either Regex Builder <\/strong>or Regex Pool<\/strong>.\n
- Go to Document Types <\/strong>> <your document type><\/em> <\/strong>> Index Fields <\/strong>> <your index field><\/em><\/strong> > Validation Rules<\/strong>.<\/li>\n<\/ol>\n
- Your document type should have at least one index field. For detailed steps, refer to Add New Index Field<\/a>.<\/li>\n<\/ul>\n
![](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-60.png\")
<\/p>\n