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      Form Building - Updated Validation Guidelines

      Xcelerate now supports form field validation based on user type (Employee vs Customer). This allows you to restrict or enable specific fields depending on who is filling out the form.

      Using Field Tags for Employee vs Customer Validation

      Overview

      Xcelerate now supports form field validation based on user type (Employee vs Customer). This allows you to restrict or enable specific fields depending on who is filling out the form.

      Validation is controlled through Field Tags, which can be set in the form builder under:
      Edit Field → API → Field Tags

      Default Behavior

      • Signature Components

        • By default, customers can fill out all signature components.

        • If a signature should be reserved for employees only, add the tag:

          • Employee

      • All Other Components

        • By default, customers cannot fill out other field types (text inputs, checkboxes, dates, etc.).

        • To allow a customer to complete a specific field, add the tag:

          • Customer

      Applying Tags

      1. Open the form in the builder.

      2. Select the field you want to edit.

      3. Go to Edit Field → API → Field Tags.

      4. Enter the appropriate tag based on who should be able to fill the field:

        • Employee → Field is restricted to employees.

        • Customer → Field is available to customers.

      5. Save your changes.

      6. Example Screenshot:

      Examples

      • Example 1: Employee-only Notes Field

        • A "Technician Notes" field should not be seen by customers.

        • Add the tag: Employee

      • Example 2: Customer Contact Information

        • A "Phone Number" field should be filled out by the customer.

        • Add the tag: Customer

      • Example 3: Signatures

        • Customer Agreement Signature → No tag required (customer can sign by default).

        • Internal Approval Signature → Add the tag: Employee.

      Best Practices

      • Always review which fields should be customer-facing before publishing a form.

      • Use Employee tags only where necessary—most non-signature fields are employee-only by default.

      • Use Customer tags for required customer inputs (contact info, acknowledgments, etc.).

      • Keep consistency across forms so employees and customers have a predictable experience.