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How do I use regex in a text metadata field for rules or validation in an activity/task template?
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You can use regex (regular expressions) to create smart rules or validations for text metadata fields in your activity/task templates. This is useful when you want to make sure the input follows a specific format — like an order number, code, or ID.
Example use cases:
- Only allow numbers:
^\d+$
- Require a specific format like “ABC-123”:
^[A-Z]{3}-\d{3}$
- Validate an email:
^[^@\s]+@[^@\s]+\.[^@\s]+$
Test your regex easily
Use regex101.com to test your pattern before adding it.
Just paste in your regex and some test text — it shows what matches and helps you tweak it.
📝 Don’t forget to:
- Add a help text to guide users on the correct format
- Use error messages if the input doesn’t match
- Combine with required or default values if needed