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Current Version
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Overview
The Simple Conditional Validation Jobs are utilized for any list of values that need to be checked against a field on the lead. This list can be as small as one or two items up to 200. We recommend using this job within your campaign when you have a smaller list as you will need to copy and paste the values in, if you have a larger list our Validation List Job might be better suited due to its importing capabilities.
Setup Process
1. Within the campaign, select the Processr tab.
2. Click Add Job.
3. Identify the Simple Conditional Validation job and click Save.
4. There are two ways to enter the values depending on the amount of values that need to be added. You can either manually input the values or import the values, please follow the sub sections below for each technique:
a. Manual input
i. Replace the current example values with the values you require.
ii. More fields can be added by selecting the Add Item button.
b. Import fields
i. Select Import Values
ii. Paste a comma-separated list of your values into the text field and select Add Values. Your fields will be automatically created. Please note that anything after a comma within the list will be created into a new field.
5. Next add a field name. As you start typing, a dropdown list will appear, which contains a list of the form fields that are available. Select the field name that you require.
6. Select an Operator by clicking within the field and select the operator you require depending on your needs. The list of possible operators are as follows:
a. STARTSWITH
i. This will look at the string to check that it starts with the value(s) set
b. ENDSWITH
i. This will look at the string to check that it ends with the value(s) set
c. CONTAINS
i. This will check if the string provided contains anywhere the value(s) that has been set
d. EXISTS
i. This will check if the string provided exists anywhere the value(s) that has been set
e. GREATERTHAN
i. This is used for numeric values to check if the value entered is greater than the value set
f. LESSTHAN
i. This is used for numeric values to check if the value entered is equal or less than the value set
g. EQUAL
i. This is used for numeric values to check is the value entered is equal to the value(s) set
h. NOTEQUAL
i. This is used for numeric values to check is the value entered is not equal to the value(s) set
7. Finally click Save.
Please remember to add a label to the job as this will help identify the issue if a lead is invalid.
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Updated Version
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Overview
The Simple Conditional Validation Jobs are utilized for any list of values that need to be checked against a field on the lead. This list can be as small as one or two items up to 200. We recommend using this job within your campaign when you have a smaller list as you will need to copy and paste the values in, if you have a larger list our Validation List Job might be better suited due to its importing capabilities.
Setup Process
1. a. Navigate to the Processr and click Add. Within the dropdown select 'Simple Conditional Validation Job' or start typing to find the job.
1. b If you are editing an existing Simple Conditional Validation job, click Configure beside the job in the Processr.
2. Within the configuration, use the Fieldname dropdown to select the field this job is checking against.
3. Select the Operator for the job.
The Operator allows you to set conditions for the job. If this is set to Equals, the field value will need to be an exact match to the value on the list in order to pass, for example.
| STARTSWITH | This will look at the string to check that it starts with the value(s) set |
| ENDSWITH | This will look at the string to check that it ends with the value(s) set |
| CONTAINS | This will check if the string provided contains anywhere the value(s) that has been set |
| EXISTS | This will check if the string provided exists anywhere the value(s) that has been set |
| GREATERTHAN | This is used for numeric values to check if the value entered is greater than the value set |
| LESSTHAN | This is used for numeric values to check if the value entered is equal or less than the value set |
| EQUAL | This is used for numeric values to check is the value entered is equal to the value(s) set |
| NOTEQUAL | This is used for numeric values to check is the value entered is not equal to the value(s) se |
4. Enter your values for your list. There are two ways to do this depending on the amount of values that need to be added.
You can either manually input the values, or import the values. Please follow the sub-sections below for each technique:
a. Manual input
Within the Field Values section, update the current options or use the Add button to add an additional row. Update the number on the left to a unique and sequential number, and enter your value on the right.
b. Import fields
The Import Values button can be used to import a list of values that are semi-colon separated. The fields will be created automatically for you.
5. Click Save.
Please remember to add a label to the job as this will help identify the issue if a lead is invalid.