Field Validation

Field validation in Rivio B2B Registration Forms helps ensure that customers provide the correct information before submitting a registration form. By setting validation rules, you can make important fields mandatory, control the amount of information entered, restrict uploaded files, and provide clear messages when something needs to be corrected.

1. Required Fields

You can mark a field as Required when customers must provide an answer before they can submit the form.

Required fields are useful for collecting essential information such as:

• Business name
• First name and last name
• Email address
• Phone number
• Business address
• Tax ID
• Required business documents

When a field is marked as required, customers must complete it before submitting the form.

Example:

Business Name *
[________________________]

If the customer leaves the field empty, the form will display a validation message and ask them to provide the required information.

Tip: Only make fields required when the information is genuinely necessary. This keeps your registration form simple and easier for customers to complete.

2. Character Limits

Character limits allow you to control how much text customers can enter into a field.

This is useful when you want to keep responses within a specific length or prevent customers from entering unnecessarily long information.

Character limits can be useful for fields such as:

• Business names
• Job titles
• Short descriptions
• Tax IDs
• Additional information

For example, you may set a character limit on a business name so that customers cannot enter an extremely long response.

Example:

Business Name: [________________________]

Maximum: 100 characters

When a customer reaches the configured limit, they cannot enter additional characters beyond that limit.

3. File Upload Restrictions

For forms that include a File Upload field, you can use restrictions to control the types and sizes of files customers are allowed to submit.

This is especially useful when requesting business documents such as:

• Resale certificates
• Business licenses
• Tax certificates
• Company documents
• Supporting documents

You can configure restrictions based on the requirements of your business, such as:

• Allowed file types
• Maximum file size
• Number of files that can be uploaded

Example:

Upload Resale Certificate

[Choose File]

Allowed formats: PDF, JPG, PNG

Maximum file size: 5 MB

If a customer attempts to upload a file that does not meet the configured requirements, the form will display a validation message and ask them to upload a suitable file.

Tip: Clearly mention the accepted file types and size limits so customers know what documents they should prepare before submitting the form.

4. Validation Messages

Validation Messages help customers understand why they cannot submit the form or what information needs to be corrected.

Clear and simple messages make it easier for customers to complete the form without confusion.

For example:

• Required field: "This field is required."
• Invalid email: "Please enter a valid email address."
• Character limit: "Please enter no more than 100 characters."
• Invalid file: "Please upload a supported file type."
• File too large: "The uploaded file exceeds the maximum allowed size."

Good validation messages should be:

• Clear and easy to understand
• Short and specific
• Helpful to the customer
• Shown near the field that needs attention

Best Practices for Field Validation

When setting up validation rules for your registration form:

1. Make essential fields required so you receive the information you need.
2. Use reasonable character limits to prevent unnecessarily long responses.
3. Set appropriate file restrictions when collecting business documents.
4. Use simple validation messages that clearly explain what needs to be corrected.
5. Avoid excessive validation rules that may make the registration process difficult for customers.

Summary

Field validation helps you collect complete, accurate, and useful registration information from customers.

With the right validation settings, you can create a smoother registration experience for customers while making submitted applications easier to review.