Attribute Validation Rules
Learn how to add validation rules to the data fields
The attribute validation feature ensures that user input complies with predefined restrictions set by administrators. This functionality allows admins to configure validation rules for specific user attributes, such as membership numbers or email addresses, based on the organization's requirements. When users log in or update their profiles, the system automatically checks that these attributes meet the necessary constraints, such as format, character limits or uniqueness, ensuring data integrity and enhancing security. This proactive validation prevents invalid data entry, streamlining the user experience while maintaining strict compliance with predefined policies.
Attribute validation rules overview
You can use the search field at the top right of the page to find a specific validation rule. As a search parameter, you can use the name. You can access the editing mode on the right side of the list or delete a particular validation by clicking on the trash can. To access a validation rule and more detailed information, please click on the respective name.
Relevant data fields and description
Data field | Description |
Name | Name of the validation rule. It isn’t visible for the users after they log in in Unidy. |
Attribute | Here you can choose the attribute category and the corresponding field:
- User attribute: default user attributes like last name, address, company name
- Custom attribute: attributes that we added by admin or CSM at Unidy for custom fields, e.g. membership number, favorite player etc. |
Max length | Here you can set up the maximum character length of the field. |
Min length | Here you can set up the minimum character length of the field. |
Regex | Regex, short for regular expressions, is a tool used to search for patterns in text. It can find specific words, numbers, or combinations of characters in a field. You can just paste you regex here to be applied to the user input. |
Regex message | This message will be shown to the user when regex validation failed. |
Unique | When this checkbox is activated, validation rule ensures that a specific value is unique across all records. This rule prevents duplicate entries, meaning that no other item or user can have the same input. It's useful for situations where only one input can be valid at a time. This option helps maintain data integrity by ensuring that no duplicates are allowed in the system. |
Validation and activation
When the validation rule is set up, you need to validate it first, before it can be activated. This means, that the system will run a check on all existing inputs of this attribute to ensure it complies with the rule. If the validation is failed, it is not possible to activate the validation rule. To start the validation or activate the validation rule as well as edit or delete the validation rule click on the according button in the top right corner of the screen.
For every validation Unidy creates a report, that can be seen on the bottom of the attribute validation view. In the field Message you can see the results of the validation for every parameter. Under Report you can click on the Download button to export the CSV file with the corresponding data bank entries that failed the validation with the failure reason.
How to Guides
How to create a attribute validation rule
- Open the Attribute Validation Rules section in Unidy Admin Settings.
- Click on the New button in the top right corner.
- Enter all the relevant information.
- Click on the Create Attribute validation rule button at the bottom of the page.
- The attribute validation rule is created in Unidy
How to activate attribute validation rule
- After the successful attribute validation rule creation (see 3.1.) click on Validate button in the top right corner.
- Check in the Validations section at the bottom whether the validation was successful (No report available status under Report).
- If the validation failed, check the report for issues and adapt the data bank entries accordingly.
- Alternatively you can adapt the validation rule.
- After the adjustments run the validation again.
- If the validation succeeded, click on Activate button in the top right corner.
- The attribute validation rule is activated.
How to delete a attribute validation rule
- Open the Attribute Validation Rules section in Unidy Admin Settings.
- Search for the relevant validation rule using the corresponding name.
- Ensure that this is the validation rule you want to delete.
- Click on the trash bin icon or open the validation rule by clicking on the name and click on the Delete button in the top right corner.
- Confirm the deletion of the validation rule.
- The validation rule is deleted from Unidy.
How to edit a validation rule
Once validation rule is active it cannot be edit. In order to edit it, you need to deactivate it first.
- Open the Attribute Validation Rules section in Unidy Admin Settings.
- Search for the relevant validation rule using the corresponding name.
- Ensure that this is the validation rule you want to edit.
- Click on the pen icon or open the validation rule by clicking on the name and click on the Edit button in the top right corner.
- Update the respective data fields in the validation rule.
- Save changes by clicking on the Update Attribute validation rule button at the bottom of the page.
- The validation rule is updated in Unidy.