Custom Validation Rules

  • Updated

Validation rules ensure that contacts enter the correct type of data in your Act-On forms. For more control of your validation rules, define a custom rule using a regular expression (regex). This lets you enforce specific formatting rules — perfect for situations where the built-in validation options aren’t enough.

Common Use Cases for Regex Validation

  • ✅ Match ID formats:
    Require specific patterns, such as employee IDs or promo codes.
    ^EMP-\d{4}$   (Matches: EMP-1234 & EMP-5678, but not EPM-1234, EMP-A234, or EMP-12345)
  • 🔢 Limit input length:
    Control field length for usernames, codes, or postal entries.
    ^\d{5}$   (Exactly five digits for ZIP codes, such as 97204)
  • 🔡 Accept only letters and spaces:
    Prevent entries with numbers or symbols in name fields.
    ^[A-Za-z\s]+$   (Allows: John Smith, but not JSmith42)
  • 📧 Restrict by email domain:
    Ensure only work or partner emails are accepted.
    ^[a-zA-Z0-9._%+-]+@yourcompany\.com$   (Only allows @yourcompany.com addresses)
  • 🔒 Allow only specific email addresses:
    Useful for test forms or internal events.
    ^(john@example\.com|jane@example\.com)$   (Allows only these two addresses)
    This regex can be extended to be a larger list of emails.

Need Help Writing a Regex Pattern?

Tools like ChatGPT can help you build one by describing what you want to allow or block, like “only allow Gmail addresses” or “match a ZIP+4 code.”
You can paste the result into the Custom Rule field in your form.

Include a Clear Error Message

When a contact submits a form that doesn’t match your rule, they’ll see an inline error message. Be sure to write a message that clearly explains what’s expected.

Example error messages:
“Please enter a valid employee ID (example format: EMP-1234)”
“Only company emails are allowed (example: jane@yourcompany.com)”

Add a Custom Validation Rule

  1. Open your form in the Act-On Forms Composer
  2. Select the field you want to validate
  3. In the right panel, in the Validation section, click
  4. From the drop-down, select Custom:

    Custom Validation Rules 01.png
  5. Paste your regex pattern into the box on the right.
  6. Under Error Messages, add a clear error message, as described above.
  7. At the bottom right, click OK, & at the top right, Save your changes.
  8. Test your form to check that the validation works as expected. Learn more

Tips and Best Practices

  • Keep custom regex rules simple and well-documented
  • Always include a clear error message for your users
  • Test your form to check that the validation works as expected. Learn more

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