Set up validation rule of type Configurable lookup

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 a configurable lookup validation with a configurable lookup of type 'User defined list'.

Use a:

Configurable lookup validation to add a custom lookup to a field and to validate if the field value matches a value as defined by the configurable lookup.
Configurable lookup of type 'User defined list' to manually define the possible options in a field.

You can add validation rules in these ways:

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

Note:

If the field to which the configurable lookup is applied, already has a lookup, the configurable lookup overwrites the existing lookup.
Before you can set up a configurable lookup validation rule, set up the configurable lookup to be used.

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 'Configurable lookup'.
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.
	Note: The configurable lookup is added to the defined field when the page is opened.
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. No validation: Only the configurable lookup is added to the field. No validation is done. Example: You can use the configurable lookup to show a list with often-used values for the field. However, you can enter other values as well.
	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, in case of a warning or error, a default message is shown.
9.	In the Configurable lookup field, enter or select a configurable lookup of type 'User defined list'.
10.	Close the page.