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Validate before filing

This form procedure is triggered when a data form is about to be filed. This gives you an opportunity to check certain conditions are met and that the form is properly completed. 

If conditions are not met you can prevent the data form from being filed and give a reason which will be displayed to the director. You can size and format the reason field like any other text block with text and fields. So you can provide an elaborate explanation why the data form was not filed.

Available Procedure Steps - Form Level

  • Do nothing
  • Case on conditions

Available Procedure Steps - Detail Lines Level

  • Do nothing
  • Case on conditions

validation Order

Form level validation is performed first then detail lines field validation. Detail line validation is only performed when the form is about to be filed. It is not performed as each detail line is entered.

Since each detail line is a form, each detail line in a detail lines field will be have its ‘Validate Before Filing’ procedure triggered. 

Multiple detail lines fields are check in the order they were added to the master form

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