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I have a template that I used to create a web form.  The webform works as expected.  Later I needed to change the validation of three text fields to date format.  

1st Question - are dates allowed as validation for text fields in webforms?  (assuming yes)

Here is how I changed the validation of the field:

  1. Edit web form.
  2. Edit templates fields.
  3. Changed validation of the desired field to date with the default mask.
  4. Save & Close

Now the link to the field is broken. When I View template connections I see:

  • Under the WEB FORM FIELD column “--connect web form field--
  • Under Template field the name of the field I changed which in this case is Incident date.

Clicking on the --connect web form field-- doesn’t do anything.  I CAN type the API reference name, which is Incident_date into the --connect web form field--  but when I click Save nothing changes.  

This isn’t the first time I wasn’t able to reconnect a broken field.  What am I doing wrong?  The only way I know to fix this is to start from scratch.  The form is six pages long so I really don’t want to do that. 

Well - I have more updates on this issue.  I think I may have stumbled onto a WebForms bug.

I went back and edited the Template fields and returned them to a text field with no validation.  And Viola! I was able to re-connect the field.

Interestingly, from the WebForm interface, validation of text fields does NOT include date. 

However, I created a test template with date validated text fields and converted that to a web form and the calendar validation works and when using the webform a calendar appears when the user enters the field. 

Any ideas?


Hello ​@Rachael Leyba - Olmsted County,


Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 
For your concern, you may check this relevant article and from the link: Limitations and Considerations for Web FormsCan you present data in several structures, for example, a credit card number in the structure XXX-XXX-XX?
Custom validation of text fields is supported by regular expressions, which enforces that data is entered in a specific format (such as XXX-XXX-XX). Learn more about expressions in the Regex tutorial.

We did a test on our end, the Text field in the Webform only has 5 supported Response Validation (None, Social Security Number, Zip Code, Zip+4 code and Custom), this is why if you use the Date validation in the Template field, it won't match the validation in the webform field. For our test, we made the validation to custom and use the regex ^(\d{1,2}\/\d{1,2})\/(\d{4})$|(^N\/A)$ - Enforce Date or N/A,
ie: mm/dd/yyyy or “N/A” - https://docusign.lightning.force.com/lightning/articles/Knowledge/Data-Validation-for-Text-Fields-Custom-Regex-Patterns

After we changed the validation on both webform and template field to be the same, we’re able to connect the fields.

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

 


Hello ​@Rachael Leyba - Olmsted County,

 

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know, and I will gladly help you address the situation as soon as possible.


Best regards,
Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!


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