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While creating a template, you may need to define template and transaction parameters based on your need. This document guides you on how to use the different types of parameters. It also describes how do these parameters function with different settings.

This page also discusses the characteristics of the various fields on the Add Template/Transaction Parameters screen and their effects on the parameters' representation.

On the following screen, when you click Add Parameter, it guides you to the page that lets you add the template or transaction parameters.

Below is the screen that asks you for the details described in the table that follows to add a parameter.

Fields' details explained

As you set the values for some of these fields, for example, Display Name, Tooltip, the corresponding changes reflect in several pages related to the templates and transactions. You may also need to do some additional settings in case of some specific type of parameters, for example, Combo and Text. The following sections talk of these fields, their possible values and settings, and the changes they bring into effect.

Display Name: The name you enter in this field appears on the following pages:

• Add Template Parameters 
• Add Transaction Parameters
• View Template
• View Transaction
• Parameter Values
• Template Parameter Preview

Tooltip:  The message you enter in this field can be seen as a tooltip for the parameter in the following pages:

• Parameter Values
• Template Parameter Preview

Parameter Type: Depending on the Parameter Type you have selected, you may have to define some additional fields/options or settings while defining a parameter. The following points underline the characteristics of a set of some parameter types in terms of options and settings.

• Below is the set of validation fields you encounter if you select the parameter types given in the table that follows. You can perform a validation check on the parameters using these fields.
  • Maximum Length - Enter the maximum length (in number) allowed for the parameter.
  • Pattern - Set the pattern for the Parameter. It should be defined in a regular expression. 
  • Test Pattern - Check the validity of the expression in the Pattern field by giving a value in this field.

• If you select the Combo as the Parameter Type, you can provide the value either manually by entering a list of options in the Value field or dynamically by calling a REST Consumer. 

  Info

  The response received from the REST call in case of a Combo parameter is always in the JSON format. Below is an example of the JSON response that you receive.

  Code Block

  theme	Midnight
  title	Sample JSON Response

  [ { "value": "AllDays" }, { "value": "BusinessDays" }, { "value": "WeekDays" } ]

  To call a REST Consumer to populate the values: 

  1. Select the Dynamic check box.

  2. In the Select REST Consumer field, select a REST Consumer from the list. You can also create a new REST Consumer by clicking the sign.
     The parameter values are populated in the Default Value field. You can apply sorting on the retrieved values by selecting Apply Sorting check box.
     

     Info
     A REST Consumer here should support the Get method and Basic Authentication only.

     
     

• If you select the CheckBox as the Parameter Type, you can select any of the following three values in the Select CheckBox Value field.
  • true/false
  • on/off
  • 1/0
  The default value for each of the selected options is Unchecked. You can change the default value to Checked based on your requirement.
  

REST Consumer response

The response received from the REST call in case of a Combo parameter is always in the JSON format. Below is an example of the JSON response that you receive.

[
    {
        "value": "AllDays"
    },
    {
        "value": "BusinessDays"
    },
    {
        "value": "WeekDays"
    }
]

Adding Validation to a Transaction Parameter

You can add validation to a transaction parameter (field) to define a rule for dynamically performing a resultant action on another field (target field). The rules work only when there is a change in the value (defined while defining the rule) of the field to which you have added the validation. For example, you can define a rule that a change in the value of a field modifies another field's default value and makes the field non-editable.

You can use the following attributes of a target field to have a resultant action on it when there is a change in the value of the field to which you have added the validation.

You can add validation either by using the GUI or API.

• Adding validation using GUI
• Adding validation using API

Anchor
GUI GUI

Adding validation using GUI

Follow the steps given below to add validation to a transaction parameter using GUI:

On the Define Parameters screen, Add Transaction Parameters (Optional) section,

1. Select the parameter (field) to which you want to add validation and click More > Add  Validation.
   

2. On Add Validation for field on change screen, in the  Rule Definition Criteria, select GUI.

3. In the Provide field value on which the rule will be applied field, select/provide the value(s) based on which you want to perform an action on a field.
   

   Info
   You can select/provide up to four values in this field.

   
   

4. In the Hide Group field, select the group that you may want to hide.

5. In the Select target field(s), select the field(s) on which you want to perform a resultant action.

   Info
   You cannot select the field to which you have added the validation as a target field.

   Based on the field you select, you get the field attributes as shown in the table below.

   Target Fields	Fields' Attributes
   Text Text Area Email URL Number Decimal Number Date	Mandatory Visibility Editable Default Value
   Combo	Mandatory Visibility Editable Value(s) – To select and list the required values. Default Value – To set a default value out of the values you entered in the Value(s) attribute.
   Radio Group	Visibility Value(s) – To select and list the required values. Default Value – To set a default value out of the values you entered in the Value(s) attribute.
   Checkbox	Visibility Default Value

   
   

6.  Define the attributes to set a rule for the target field based on your requirement.

7. Click Save.

Anchor
API API

Adding validation using API

Follow the steps given below to add validation to a transaction parameter using the API:

On the Define Parameters page, Add Transaction Parameters (Optional) section,

1. Select the parameter (field) to which you want to add validation and Click More  > Add  Validation.
   

2. On the Add Validation for field on change screen, in the  Rule Definition Criteria, select an option API. 

3. In the Select REST Consumer, select a REST consumer account. You can also create a new REST Consumer by clicking the sign.
   Use the code in the example given below to define a rule for target fields.
   Spellings incorrect in code. 

   Code Block
   { validation :{ mandatory:['State', 'EmpID'], nonMandatory:['City'], editable:['State', 'City'], nonEditable:[], visibile:['State', 'City'], nonVisible:[], hideGroups:['GroupB'] }, values:[ { fieldName: 'State', values : ['UK','Maharastra'], defaultValue:'UK' } ] }

   Where,

   • In the validation section, you can enter the names of the fields, separated by comma, to make them mandatory, non-mandatory, editable, non-editable, visible, or invisible, and hide groups.
   • In the values section, you can enter the name of the target field, and its values and the default value that you want to see after the validation.
4. Click Save.

Parameters preview

After you have defined the parameters, you can preview them by clicking the  icon on the parameter definition page.

Also, if you have added the validation to a field, you can use Preview to preview the resultant action of the validation by entering a valid value for the field to which you have added the validation. The actions will be performed on different fields based on the rules you have applied.