Documentation Index

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Add & Manage Patterns

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Patterns are a way to mandate a specific format for field responses in the HCMS. For example, you could set a field that must follow the pattern of an email address. Owner roles can create new patterns with RegEx (regular expressions).

Example: For the Address field, the pattern would be ^[#.0-9a-zA-Z\s,-]+$.

Important Note

Pattern formatting uses RegEx, which is a character sequence that defines search patterns.

Add a Pattern

Who can use this feature?

Owner | Developer  

  1. Sign in to the HCMS

  2. Navigate to Settings and select PatternsSettings menu with Patterns selected in the sub-menu.

  3. Scroll to the bottom, if needed, and fill in the fieldsInput fields for Name, Pattern, and Message in a user interface form.

    • Name: Name of the field validator

    • Pattern: Pattern to use for the field validation; for example, MM/DD/YYYY

    • Message: Message that appears when a field validation fails

  4. Click + to addInput field for address with validation pattern and placeholder text for user guidance.


Modify a Pattern

  1. Sign in to the HCMS

  2. Navigate to Settings and select PatternsSettings menu with Patterns selected in the sub-menu.

  3. Find the pattern and make any applicable modifications Input fields for currency and email address validation with error messages displayed.

    • Name: Name of the field validator

    • Pattern: Pattern to use for the field validation; for example, MM/DD/YYYY

    • Message: Message that appears when a field validation fails

  4. Click the blue checkbox to save changes Input field for currency validation with error message and confirmation button displayed.

    Note:

    If a user modifies the pattern, all Content Types that use the pattern will also be updated to the new pattern.


Delete a Pattern

  1. Sign in to the HCMS

  2. Navigate to Settings and select Patterns Settings menu with Patterns selected in the sub-menu.

  3. Select the trashcan icon next to the pattern you would like to delete Input fields for States and Address with validation messages displayed below each field.

  4. Select Yes to the prompt, Do you really want to remove this pattern?Confirmation dialog asking to remove a pattern with Yes and No options.