To configure the form validation properties, complete the following steps.
- Switch to Verifier Design Mode.
- Display a form and ensure that no form elements are selected.
- In the forms pane, right-click on the background and then click Properties.
-
In the
Properties dialog box, complete any of the
following substeps.
- To use this form only for documents with a given state, from the Process Step Filter list, select a state or type a value. For default forms, keep the initial value of -1.
- To use the form as the default form, such as in all verification steps without a special predefined input state, select Default Form.
- If only one user verifies an entire batch, select Complete validation required. If complete validation is required, the Verifier user must validate all the fields in the documents of a batch before being able to release the batch.
- If several users validate a batch in stages, select Partial Validation allowed. If partial validation is allowed, the user must validate only the fields on the form. With partial validation, you can employ multiple forms, that means one for each stage. You can set an output state for partially validated documents in Designer, which overrides the output state set in Verifier.
Note: The Name field, which displays the name of the form, and the Assigned DocClass field, which displays the name of the associated document class, are read-only. - Click the Validation Settings button.
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In the
Validation Settings dialog box, modify the
settings if required.
Note: For more information, see Modify the Validation Settings for a Class.