As an organization admin, you can now add Data Validation for some custom fields using regular expression logic. These are standard methods used to define patterns that input data must match to be accepted.
To simplify the process for users, a dropdown menu offers a curated list of common data validation options. For those with regex formula knowledge, enter standard values directly into the "field validation regex" input.
In the product, navigate to your settings cog (must be an org admin), select task settings, and then select +Add Custom Field:
In the custom field menu that will follow, select Short Text Field or Number Field, as these are the only fields that will allow data validation:
Upon selecting your custom field, a window to set up your custom field will appear, prompting you to enter the field specifics. Start by entering a field label. In this example, the "Provider email" data validation field will store a provider's email. Next, navigate to the Data validation drop-down and select the correct data for your field. In this case, we will be selecting Email address:
Once you've saved your field, it's time to test it out. Navigate to one of your Lists, and select Customize in the top left. Then, toggle your custom field on, so that it displays as a column in the list:
Now, return to your list and you should notice your custom field as a column. Try hovering over the column and selecting +Add to enter a value.
Try inputting data to see if your entry fits the parameters of your data validation. Here is an example of how a correct entry will look. The list saves our entry below because it fits the parameters of our data validation, which requires an email address format.
When an entry is invalid, language will indicate where the error has occurred when you hover over the information icon. For example, the message here specifies the format of the email as incorrect.
