1. Data Management
  2. Data Quality Studio
  3. Set up data quality policies
  4. Set up data quality policy versions
  5. Set up validation rules

Set up validation rule of type Data pattern

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 flow explains how to set up the Data pattern validation type.

Use a data pattern validation to validate if a field value matches a defined pattern.
Before you can set up a data pattern validation rule, set up the data pattern to be applied.
For each validation rule, you can set up:
  • A validation message that is shown if the validation rule is not met.
  • Conditions to define the data to which the rule applies.


Data quality administrator Data quality administrator The data quality administrator (DQSDataQualityAdministrator) can set up and maintain: Data quality policies Data quality studio parameters Data quality studio general setup Start Start Need new data pattern? Need new data pattern? Set up data pattern Set up data pattern You can use a data pattern validation rule to validate if a field value matches a defined pattern.To set up a data pattern validation rule, first set up the data pattern to be applied. Define the data pattern, using a regular expression.You can, for example, set up data patterns to validate:Email addressesWebsite URLsVAT numbersFor more information on regular expressions, refer to Regular expression. Procedure 1. Click Data quality management. 2. Click Data patterns. 3. Click New. 4. In the Pattern ID field, type a value. 5. In the Description field, type a value. 6. Expand the Data pattern section. 7. In the Pattern field, type a value. 8. Expand the Message section. 9. You can define a validation message for the data pattern. In the validation message, you can use these tags: Field name: When the validation message is shown, the [Field name] tag is replaced with the name of the validated field. Field value: When the validation message is shown, the [Field value] tag is replaced with the value that is entered in the validated field. In the Validation message field, type a value. Note: You can also define a validation message for a validation rule. The validation message priority is: If a validation rule message is defined, the validation rule message is shown. If no validation rule message is defined, the data pattern message, as defined in the current field, is shown. If no data pattern message is defined, the default message is shown. 10. Sub-task: Test data pattern. 11. Expand the Test scenarios section. 12. Click New. 13. In the Test value field, type a value. 14. In the Expected field, select an option. 15. Click Test. 16. Sub-task: Translate data pattern description and message. 17. Click Translations. 18. Click Add to open the drop dialog. 19. In the list, find and select the desired language. 20. Click OK. 21. In the Description field, type the translation of the data pattern description. 22. In the Validation message field, type the translation of the validation message. Note: In the validation message translation, you can use these tags: Field name: When the validation message is shown, the [Field name] tag is replaced with the name of the validated field. Field value: When the validation message is shown, the [Field value] tag is replaced with the value that is entered in the validated field. To add a tag to the validation message translation, click Message tags, and click the desired tag. 23. Close the page. 24. Close the page. Notes Each time you make and save a change to the data pattern in the Pattern field, a new version of the data pattern is created. You can:View a list of previous versions, showing the changes made to the pattern. To do so, on the Data patterns page, click Changes timeline, View changes.Manage data pattern versions. For example, delete a data pattern version which pattern change is no longer required. To do so, on the Data patterns page, click Changes timeline, Manage changes. Set up validation rule of type Data pattern Set up validation rule of type Data pattern 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 validation rule of type Data pattern. Use a data pattern validation rule to validate if a field value matches a defined pattern. Before you can set up a data pattern validation rule, set up the data pattern to be applied. You can add validation rules in these ways: Manually. Select the fields to be validated from a page. 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. 4. On the Validation rules tab, click Add. 5. 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. 6. In the Field field, enter or select a value. 7. Sub-task: Create validation rules by selecting fields. 8. On the Validation rules tab, click Select fields. 9. Open the page from which you want to select fields. 10. On the Field picker dialog, click Select fields. 11. Click the '+' button for each field that you want to select. 12. On the Field picker dialog, click Done. 13. On the Field picker dialog, click Submit to save the selected fields to the validation rule. 14. In the Record type field, select an option. 15. In the Validation type field, select 'Data pattern'. 16. In the Event field, select an option. 17. 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. 18. Sub-task: Set the validation rule properties. 19. On the Properties tab, in the Data pattern field, enter or select a value. 20. Close the page. Show message when  validation rule is not met? Show message when  validation rule is not met? Set up validation rule message Set up validation rule message You can define a message that is shown if the validation rule is not met.If no validation rule message is defined, the default message is shown if the validation is not met.In case of a data pattern validation, the applicable data pattern can also have a message defined. In this case, the message priority is:If a validation rule message is defined, this message is shown.If no validation rule message is defined, the data pattern message is shown.If no data pattern message is defined, the default message is shown.You can also enter a description of the validation rule.You can translate both the validation message and the validation rule description. 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. 3. Click Edit. 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. 4. On the Validation rules tab, in the list, find and select the desired validation rule. 5. Click the Messages tab. 6. In the Validation message field, type a value. 7. In the Rule description field, type a value. 8. Sub-task: Translate validation message and description. 9. Click Translations. 10. Click Add to open the drop dialog. 11. In the list, find and select the desired language. 12. Click OK. 13. In the Rule description field, type the translation of the validation rule description. 14. In the Message field, type the translation of the validation message. Note: In the validation message translation, you can use these tags: Field name: When the validation message is shown, the [Field name] tag is replaced with the name of the validated field. Field value: When the validation message is shown, the [Field value] tag is replaced with the value that is entered in the validated field. To add a tag to the validation message translation, click Message tags, and click the desired tag. 15. Close the page. 16. Close the page. Does the validation rule  apply to specific data? Does the validation rule  apply to specific data? Set up validation rule conditions

Set up validation rule conditions

For each validation rule, you can set up conditions. The validation rule is only applied if the conditions are met.

To define a validation rule condition, you use a query. The validation rule is applied only to the records that are found by the query.
You can use these types of queries:
  • Inquiry: Use the standard D365 F&SCM Inquiry (SysQueryForm) page to define the records to which the validation rule applies. The inquiry only queries the table as defined for the validation rule.
  • Dynamic query: Use a dynamic query to define the records to which the validation rule applies. Before you can set up a condition with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the validation rule table, to define table relations, and to have only one record returned.

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Activities

Name Responsible Description

Set up data pattern

Data quality administrator
You can use a data pattern validation rule to validate if a field value matches a defined pattern.
To set up a data pattern validation rule, first set up the data pattern to be applied. Define the data pattern, using a regular expression.
You can, for example, set up data patterns to validate:
  • Email addresses
  • Website URLs
  • VAT numbers
For more information on regular expressions, refer to Regular expression.

Set up validation rule of type Data pattern

Data quality administrator

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 validation rule of type Data pattern.

Use a data pattern validation rule to validate if a field value matches a defined pattern.
Before you can set up a data pattern validation rule, set up the data pattern to be applied.

You can add validation rules in these ways:

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

Set up validation rule message

Data quality administrator

 		You can define a message that is shown if the validation rule is not met.
If no validation rule message is defined, the default message is shown if the validation is not met.
In case of a data pattern validation, the applicable data pattern can also have a message defined. In this case, the message priority is:
  1. If a validation rule message is defined, this message is shown.
  2. If no validation rule message is defined, the data pattern message is shown.
  3. If no data pattern message is defined, the default message is shown.
You can also enter a description of the validation rule.
You can translate both the validation message and the validation rule description.

Set up validation rule conditions

Data quality administrator

For each validation rule, you can set up conditions. The validation rule is only applied if the conditions are met.

To define a validation rule condition, you use a query. The validation rule is applied only to the records that are found by the query.
You can use these types of queries:
  • Inquiry: Use the standard D365 F&SCM Inquiry (SysQueryForm) page to define the records to which the validation rule applies. The inquiry only queries the table as defined for the validation rule.
  • Dynamic query: Use a dynamic query to define the records to which the validation rule applies. Before you can set up a condition with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the validation rule table, to define table relations, and to have only one record returned.

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