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Build your first Nintex Form - Part 3 of 3 (validation & hyperlinks)

Finally, we show you how you can use simple validation around a yes/no control and add a hyperlink onto the form.

One of the requirements to submit a travel request is to read and understand the Corporate Travel Guidelines. We’re going to add a checkbox at the end of the form, for users to check and also add some validation around this control, so the form can only be submitted if the user has checked the checkbox which says they have read the guidelines.

Add a Yes/No control and Label control onto the form

Drag a Yes/No control onto the form, below the Repeating Section.

yes_no_control.png

Next, drag a Label control onto the form next to the Yes/No control. Double click on the Label control. Type “I have read and accept the..”.

label.png

Now, we can add in a hyperlink to the Travel Guidelines document. Click on the Insert tab, and then click on Link.

link.png

At the bottom of the Insert Reference dialog, you will see a section for a web address. In the Address field, enter the URL where the document can be accessed from.

Note: If you do not have a document to link to, try any hyperlink such as www.nintex.com or www.google.com.

In the Hyperlink text to display, type “Corporate Travel Guidelines”. Click Ok.

hyperlink.png

Click the General tab and the Save the action.

travel.png

Configure the Yes/No Control

The next step is to set the validation of the Yes/No control. Double click on the Yes/No control to open the configuration menu.

yes_no_control.png

In the Text field, type “Yes”. Then expand the Validation section and in the Required to be checked drop down menu, select Yes.

In the Required to be checked field, type “You must read and accept the travel guidelines”. Click Save.

error.png

Preview your Form

Once you’re happy with the layout of the form, click the Preview button in the Ribbon. You form will look something like this. If you try to submit the form without checking the box, the form will not submit.

not_submit.png

Publish the Form

The form can only be used, once it is published. To publish, click Publish in the Ribbon. Once the form has been published, close the Nintex Forms designer and add a new item to your Travel Request Form. The Nintex Form will appear and look something like this.

publish.png

Labels: (2)
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7 Replies
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Re: Build your first Nintex Form - Part 3 of 3 (validation & hyperlinks)

How will you tie-in data like departure, etc... with your SharePoint list?

Thank you,

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Re: Build your first Nintex Form - Part 3 of 3 (validation & hyperlinks)

Hi Mike,

You can create a column Departure in your SharePoint List, then reset the form, you should be able to see the departure field populated for you in the form. I hope that answers your question.

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brett
Nintex Newbie

Re: Build your first Nintex Form - Part 3 of 3 (validation & hyperlinks)

Appreciate the tutorial.

One thing I noticed was the end date was before the start date.

How could validation be setup to prevent this from happening?

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Re: Build your first Nintex Form - Part 3 of 3 (validation & hyperlinks)

HI Brett,

You can set up a compare validation for the end date control. Select the end date control, open settings dialog > validation. Then Compare To > Control. Select your Start Date control name from the control to compare dropdown. Then select your compare operator which is in this case will be greater than and you can key in a validation message as well. Refer to screenshot below:

IMage4.jpg

Thanks

Jeremy

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brett
Nintex Newbie

Re: Build your first Nintex Form - Part 3 of 3 (validation & hyperlinks)

Thank you Jeremy!

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bronqs
Nintex Newbie

Re: Build your first Nintex Form - Part 3 of 3 (validation & hyperlinks)

Thank you very much Emily for your posts, all the three parts!

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Re: Build your first Nintex Form - Part 3 of 3 (validation & hyperlinks)

Hi, ‌, glad you found this useful! Em left Nintex two years ago, but she created a lot of useful stuff! In addition to "liking" the documents, you can click "actions" and then "bookmark" (see the upper-right area) to save a list of bookmarks you want to refer to later. To see all your bookmarks, you can click the search tool and you'll see "bookmarks" show up as an option to click. Alternatively, you can visit your profile page and see them there. See the upper-right area and click:  Avatar>bookmarks.  Enjoy the community, glad to have you!

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