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 rule with a configurable lookup of type 'Dynamic query'.

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 'Dynamic query' to apply a dynamic query to define the possible options of 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 'Dynamic query'.
10.	Sub-task: Set the desired query ranges and range values.
10.1	If you apply a configurable lookup of type Dynamic query, you can use ranges to filter the values that the applicable dynamic query gets. In the configurable lookup, from the records that the dynamic query gets, only the ones are shown that meet the range settings.
	Click Add.
10.2	Define the ranges to be applied to the configurable lookup.
	In the Range field, enter or select a value.
	Note: To define a range, you can only use dynamic query fields that are set as range in the applicable configurable lookup setup.
10.3	To set a range, you can use these types of values: Field: Define a field based on which value the configurable lookup is filtered. The field value is taken from the validated record. Fixed value: Define a fixed value based on which the configurable lookup is filtered. Custom: Use a custom class and custom method to filter the configurable lookup.
	In the Value type field, select an option.
10.4	In the Condition type field, select an option.
10.5	If the Value type is Field, define the field based on which value the configurable lookup is filtered.
	In the Field name field, enter or select a value.
	Note: Usually, you define the same field as the field that is used for the range.
10.6	If the Value type is Fixed value, define the value based on which the configurable lookup is filtered.
	In the Fixed value field, enter or select a value.
10.7	If the Value type is Custom, define the custom class with the method that you use to filter the configurable lookup.
	In the Class name field, enter or select a value.
	Note: The custom class must extend the DQSCustomValidationBase class.
10.8	If the Value type is Custom, define the method that you use to filter the configurable lookup. The method must exist in the defined custom class.
	In the Method name field, enter or select a value.
11.	Close the page.