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The onValidate method is activated when an Agent clicks the 'Finalise' button or if the they click the 'Validate' button.

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You should use field level validation if your Agents are making basic data entry mistakes (e.g. not fill filling in fields, entering names into the phone field etc) or if you require the Agents to fill in a particular field based on an earlier customer response.

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  1. when transitioning between panels when using the JQuery Wizard via the onPageVerify 
  2. during the onValidate event triggered by the Validation button or the Finalise button.

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The agent  must fixed each error before leaving the lead or Wizard page depending on where you hook the validation. Errors are removed from the screen as the user corrects each field. 

Defining Rules

The first thing to do is define the set of validation rules for you fields. For details on the types of rules available and the details of setting each rule please refer to the JQuery Validation plugin documenation. This section shows you how to add validation to a Screen Layout.

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