Forms and Fields: Validation

Objective

After completing this lesson, you will be able to describe the Validation function

Forms and Fields: Validations

Validations in Concur Invoice are automated checks that ensure expense entries are accurate and comply with company policies. They verify required fields, data formats, and spending limits, helping users correct errors and supporting reliable, audit-ready reporting.

Validations are not commonly used because they are challenging to build and in some cases maintain; however, you’ll find several pre-built validations in your system. If you require a validation, it’s recommended to review the pre-built rules as well as the Writing Regular Expressions section of the Admin Guide.

To access the Validations configuration page, select the Validations tab on the Forms and Fields page.

Table showing validation rules for payment request header forms, with the Validations tab highlighted.

Create a New Validation

Review the following steps to learn how to create a new validation. As a reminder, validations are often challenging to build and maintain. If you require a validation, it’s recommended to review the pre-built rules as well as the Writing Regular Expressions section of the Admin Guide.

Steps

  1. On the Validations tab, select New.

    Table of validation rules for expense report header forms, with the New button highlighted.

  2. Enter the appropriate information into the fields.

    Validation setup window for UK Bank Sort Code showing fields for name, regular expression, failure message, and group.

    Review the following table to learn more about the field options.

    FieldDescription
    Validation NameEnter a name for the validation.
    Regular ExpressionType a valid regular expression.

    Note

    Regular expressions validate the text input by defining the pattern of characters the field requires. For example, if the field requires a phone number with the pattern of three numbers, followed by a dash, three numbers, dash, and four numbers (xxx-xxx-xxxx). The regular expression that you would enter into the Regular Expression field would be, ^[0-9]{3}-[0-9]{3}-[0-9]{4}$. For more information about the required syntax for creating a valid regular expression, refer to the Writing Regular Expressions Admin Guide for more details.
    Failure MessageType the message you want the user to see if the data they enter into the field being validated doesn’t match the validation criteria.
    Editable By Group(s)Select the group rights that an administrator must have in order to modify the data.

  3. When you’re done, select Save.

    Validation setup window for UK Bank Sort Code with Save button highlighted.

Result

The newly created validation is visible on the Validations tab.

Summary

  • Validations are automated checks that enforce policy compliance and data accuracy in expense entries.
  • They verify required fields, data formats, and spending limits; prompt users to correct errors.
  • Use pre-built validations when possible; building custom validations can be complex to maintain.
  • Review the Admin Guide’s Regular Expressions section before creating custom validation rules.
  • Access Validations on Forms and Fields; select New, enter details, Save to add a validation.

Reference

TopicLink
Forms and FieldsSAP Help Portal

Learning

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