Use validation rules to check if the data is in line with the defined standards.

To validate data, you can use several validation types. This topic explains how to set up validation rules of these types:
  • Mandatory: Makes it mandatory to fill the defined field.
  • Blank: Validates if no value is entered in a field.

You can add validation rules in these ways:

  • Manually.
  • Select the fields to be validated from a page.


Standard procedure

1. Click Data quality management.
2. On the Data quality policies tab, in the list, click the link of the desired data quality policy.
 

Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK.

3. Sub-task: Manually create validation rule.
  3.1 You can manually create a validation rule and define the table and field which value must be validated.
  On the Validation rules tab, click Add.
  3.2 Define the table of the field which value must be validated.
  In the Table field, enter or select a value.
 

Note: If you want to validate field values in inherited tables, define the child table instead of the base table. For example, instead of DirPartyTable, use DirOrganization or DirPerson.

  3.3 Define the field which value must be validated.
  In the Field field, enter or select a value.
4. Sub-task: Create validation rules by selecting fields.
  4.1 You can create validation rules by selecting the fields, which value must be validated, from a page
  On the Validation rules tab, click Select fields.
  4.2 Open the page from which you want to select fields.
  4.3 On the Field picker dialog, click Select fields.
  4.4 Click the '+' button for each field that you want to select.
  4.5 On the Field picker dialog, click Done.
  4.6 On the Field picker dialog, click Submit to save the selected fields to the validation rule.
5.

Define to which records the validation rule is applied. You can apply a validation rule to:

  • New records only.
  • Existing records only.
  • New records and existing records.
  In the Record type field, select an option.
6. In the Validation type field, select 'Mandatory' or 'Blank'.
7.

Define when the validation rule is applied:

  • Field: The validation rule is applied just before the standard field validation is done.
  • Record: The validation rule is applied just before the standard record validation is done.
  In the Event field, select an option.
8.

Define what is done if the validation rule is not met:

  • Warning: A warning message is shown. The record or the field value is saved.
  • Error: An error message is shown. The record or the field value is not saved.
  In the Outcome field, select an option.
 

Note: For each validation rule, you can define a message to be shown. If you do not define a validation rule message, a default message is shown.

9. Close the page.

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