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. Navigate to Settings and select PatternsSettings in the left-hand navigation menu with Patterns selected.

  2. Scroll to the bottom, if needed, and fill in the fieldsNew pattern fields.

    • 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

  3. Click + to addGreen plus button next to pattern fields.

Modify a Pattern

  1. Navigate to Settings and select PatternsSettings tab in left navigation with Patterns selected in sub-menu.

  2. Find the pattern and make any applicable modifications Pattern fields.

    • 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

  3. Click the blue checkbox to save changes Blue checkmark button next to pattern fields.

    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. Navigate to Settings and select Patterns Settings in the left-hand navigation menu with Patterns selected.

  2. Select the trashcan icon next to the pattern you would like to delete Trashcan icon next to pattern fields.

  3. Select Yes to the prompt, Do you really want to remove this pattern?Yes button on popup.