Example: validating page data in a heritage human service in Process Designer (deprecated)

This example shows you how to validate page data in a heritage human service by using a validation script in the Process Designer. The script-based validation is the simpler, typical implementation for page data validation in the Process Designer.

About this task

The example contains a Credit Application page that gathers information for a credit card application. To simplify the example, the page has only a Name field, a Salary field, a Credit Limit field, and a Submit button. The Name and Salary fields must contain values, and the Credit Limit maximum is double the Salary field value.

The example uses a server script to validate the page data. It uses a CreditCardApplication business object that contains the validation information that is returned to the page as output. This sample uses the addCoachValidationError API to construct the business object.

For information on how to validate a page in a heritage human service in the desktop Process Designer, see Example: validating coach data in a heritage human service in the desktop Process Designer (deprecated). For more information about validating a page in a client-side human service, see Validating coach data without exiting a coach.

Procedure

  1. Click Data > Business Object and create the CreditCardApplication business object with the following parameters:
    • name(String)
    • salary(Decimal)
    • creditLimit(Decimal)
  2. Click User Interface > Heritage Human Service and create the CreateCreditApplication heritage human service. Label the default page to Credit Application.
  3. In the Variables tab of the heritage human service, add application(CreditCardApplication) as a private variable.
    The Variables tab of the CreateCreditApplication heritage human service with the application variable of the CreditCardApplication type.
  4. In the diagram view, double-click the Credit Application page to open it.
  5. From the Variables section of the palette, drop the name, salary, and creditLimit parameters onto the page. Relabel the default OK button to Submit.
    Credit Application page with three fields and a button
  6. Select the connection between the Credit Application page and the end node. Set Fire Validation to Before.
    The connection has now a green dot at its start, which indicates that validation is enabled for the Submit button.
    A boundary event Validate is automatically attached to the page, indicating that you can connect the page to the validation script.

    The validation construct ensures that at run time, when the user clicks the Submit button, the flow first goes to the validation script to do the page data validation. If the data is valid, the flow then goes to the end node. If you leave the default setting for Fire Validation at Never, data validation does not occur, and the flow goes directly to the end node.
  7. Create the server script to validate the page data:
    1. From the palette, under Activity, use the Server Script activity tool Server Script tool on the palette to add a script node to the human service diagram, and then select the node.
    2. In the Script properties of the node, add the following JavaScript code for the validation.
      
      if (tw.local.application.name == ""){
          tw.system.addCoachValidationError(tw.system.coachValidation, "tw.local.application.name",
          "The name cannot be empty.");
      }
      if ( tw.local.application.salary <= 0){
          tw.system.addCoachValidationError(tw.system.coachValidation, "tw.local.application.salary",
          "The salary must be above 0.");
      }
      if (tw.local.application.creditLimit > 2 * tw.local.application.salary){
          tw.system.addCoachValidationError(tw.system.coachValidation, "tw.local.application.creditLimit",
          "The credit limit cannot be more than double the salary. " + "The maximum credit limit is $" + 
          2 * tw.local.application.salary + ".");
      }
      The tw.system.coachValidation parameter is the CoachValidation business object that contains the validation information. The first string contains the full variable path to the data element with the problematic data. The second string is the message for the user. The message should identify what is wrong with the data or tell the user how to fix the problem.
      Important:
      • A page can use only one validation script to validate its data. However, more than one page can use the same validation script.
      • If the data element being validated is not bound to a view, there is nowhere to display a validation error if one occurs.
      • If a view being validated contains rich text, the validation service must remove any formatting before validating the contents.
    3. Wire the script node in the CreateCreditApplication diagram as shown. Add a stay-on-page node to the diagram and connect the script node to the stay-on-page node.
      Validation script node connected to the Credit Application page
      The stay-on-page node loops the flow back to the page if the data in the page is not valid. The system passes error information back to the page and users see an indicator beside the view with the problematic data. If the validation service provides error messages, users see the appropriate message when they hover over an indicator. If the data is valid, the system processes the boundary event to move to the next step.
  8. Click Save or Finish Editing.
  9. Run the heritage human service by clicking Run Run.
  10. In the browser that displays the page, test the validation by doing the following:
    1. Leave the Name field empty, type a 1 into the Salary field and into the Credit Limit field. Click Submit. The browser displays a message that the Name field cannot be empty.
    2. Type a name into the Name field, and replace the 1 in the Salary field with a 0. Click Submit. The browser displays a message that the salary must be more than 0.
    3. Replace the 0 in the Salary field with a 1. Replace the 1 in the Credit Limit field with a 3. Click Submit. The browser displays a message that the credit limit cannot be more than twice the salary.
    4. Replace the 3 in the Credit Limit field with a 2. Click Submit. The human service finishes because all three values are now valid.