Custom Text Field Validation With Regular Expression (Advanced)

INTERNAL NOTE: Screenshots are placeholders until this feature is released, and the external links to testers and guides are to be determined (I'm awaiting developer feedback on that). 

Custom validation allows you to set requirements for the data your recipients enter into text fields. 

For instance, you can use custom validation to set a field's maximum character limit, require a percentage to be entered in decimal format, or restrict or capture data more precisely.

Setting Custom Validation for Text Fields

To utilize these settings, add a text field to your document and click on the "advanced" settings for the field:

At the bottom of the advanced settings options, you'll see "Validation":

Click on the drop-down menu and select Custom validation for your text field:

In the Custom Validation Settings, you will need to enter a Regular Expression or Regex pattern (see examples further below) that acts as a rule for the text field and checks whether the recipient enters the correct data: 

In the Custom Validation Settings, you will also need to enter an error message so that the recipient will see if they entered invalid data. 

Let's say your Regex pattern checks if the recipient enters a valid phone number in the format of your country. If the recipient enters the wrong format, they should see an error message like "Please enter a valid U.S. phone number."

This ensures that your recipient enters data specific to the validation requirements you have set.

Common Regex Pattern Examples

The following are examples of common Regex patterns: 

Regex Pattern Meaning
^.{1,16}$ Limits input to a maximum of 16 characters
^0(\.\d+)?$|^1(\.0+)?$ Requires a percentage to be entered in decimal format (e.g., 0.75 for 75%)
^\d{3}-\d{2}-\d{4}$ Validates U.S. Social Security Numbers (XXX-XX-XXXX)
^(?:4[0-9]{12}(?:[0-9]{3})?|5[1-5][0-9]{14}|3[0-9]{13}|6(?:011|5[0-9][0-9])[0-9]{12})$ Validates common credit card numbers
^(?:(?:0[1-9]|1[0-9]|2[0-9])\/(Jan|Feb|Mar|Apr|May|Jun|Jul|Aug|Sep|Oct|Nov|Dec)\/\d{4})$ Requires a date in DD/Month/YYYY format 

To see other common Regex patterns or learn how to create one, navigate to [I've put together some beginner-friendly guides, but I'm not sure which one applies to us most. Ideally, we have one): 

- https://rubular.com/
- https://developer.mozilla.org/en-US/docs/Web/JavaScript/Guide/Regular_expressions
- https://regexone.com/
- https://www.keycdn.com/support/regex-cheat-sheet

Testing Your Regex Pattern

To ensure that your regex pattern is valid and working, you can use a regex tester: 
- https://regex101.com/
- http://regexstorm.net/tester
- https://www.debuggex.com/

Do you still have questions? Contact us at support@signwell.com.

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