TPS and Bank Validation Configuration
Our TPS and Bank Validation are integrated into our Record Form Override pages, bringing you real-time validation on bank account details and performing a TPS check as the record is saved. When configured correctly, the TPS result will be displayed as an icon when viewing the record details. The result can also be found in a field on the record.
If you do not wish to use the Record Form Override method, triggers can be created and used to perform Bank Account Validation or TPS checks. See the section at the bottom for information on how to achieve this.
To configure your object to work with TPS or CTPS, first complete the Record Form Override on that object.
Having completed a record form override on your desired object, fields will need to be created for each telephone field to store the result of the TPS check.
Creating a field:
- Go to 'Setup' > 'Objects and Fields' > 'Object Manager'.
- Click on the object you want to add TPS to.
- Click on 'Fields & Relationships' and create a 'New' field:
- Data Type = Picklist
- Global Value Set = TPS Status
- Label = e.g. 'Phone: TPS'
- Name = e.g. 'Phone_TPS'
- Click 'Save' and repeat for each telephone field you wish to perform TPS checks on.
Having created the custom result fields, mappings for the TPS service can now be configured on the Data8 settings page.
The output of the TPS checks can be displayed nicely through our TPS Status Visualforce page that can be added to the object Page Layout (recommended height: 60px). The result will also be stored in the custom field we will create, should you want an alternative view of the results.
Configuring Page Layout:
- Go to 'Setup' > 'Objects & Fields' > 'Object Manager'.
- Click on the object you wish to integrate TPS with.
- Go to 'Page Layouts' and edit the page layout.
- Drag the appropriate TPSStatus Visualforce page onto your page layout.
- Make sure your custom result fields are also on the page layout.
- Save the layout.
You should now see the TPS results displayed on the record details page. This value will be updated after editing or creating a record. The colour of the icon indicates the TPS status of the number. Hovering over the icon will also provide feedback on the status.
Configuring Bank Validation
To configure Bank Account Validation on an object, the process is very similar to the above TPS one.
Custom fields need to be created on the object for each of the possible fields (some are optional, Account Number and Sort Code are required). These created fields should be of Type = Text (recommended size of 255).
The possible fields are as follows:
- Account Number (required)
- Sort Code (required)
- Bank Name
- Branch Name
- Bank Address
- BIC Code
Having created the fields (and added them to the object page layout!), the mappings can now be set up from the Data8 Settings page.
Using Triggers Instead of Record Form Overrides
This method can be used to perform bank validation or TPS checks without overriding the default record form, although the fields to check will be hardcoded and will not make use of the mappings set up in the Data8 Settings page.
For information and help on creating these triggers, please email email@example.com. The team will be happy to help and provide sample code to get your triggers set up and running to suit your needs.