Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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- Adding a rule
- Add a Launch a URL rule
- Add a Run a Macro rule
- Add a Call a Process rule
- Add a Case Exchange rule
- Add a Run a Wizard rule
- Add a Clear Fields rule
- Add a JavaScript Validation rule
- Add a Run JavaScript rule
- Add a Set Mandatory Fields rule
- Add a Set Mandatory Variables rule
- Add a Send Notifications rule
- Add a Launch a Script rule
- Add a Send HTML Email rule
- Add a Start or Stop Clock rule
- Add a Set Field rule
- Add a Set Field from Number rule
- Add a Validate Date rule
- Add a Validation Against a List rule
- Add a Validate against Table rule
- Add a Validate Text/Number rule
- Add a Field Validation Against a Table rule
- Add a Popup Message Box rule
- Add an Assignment rule
- Add a Run Action rule
- Add a Run Scheduled Action rule
- Group rules
Add a Validate against Table rule
Applies to User Roles:
System Administrator
Implementer
This rule enables you to validate a field against a field in another table and fill data into other fields. You can also filter the data you are validating against, and fill data into other fields.
Note If the field value does not match a value in the specified table, the system displays a pop-up message and sets the cursor to that field when the rule is not followed.
To add a Validate against Table rule:
- Click Tailoring > Process Designer.
- Click Rule Sets > Search.
- Select the Rule Set to which you want to add the rule.
- Click Add Rule to open the Select Rule Type page.
- Click Validate against Table.
- Type the Rule Description.
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Click Edit to add a condition.
Note If you do not specify a condition, it will default to Always.
- Select the error message type: Pop-up or Screen to display during validation.
- Select the field to validate from the drop-down list.
- Select the name of the table you want to validate against.
- Select the name of the field you want to validate against.
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You can filter the data you are validating against using a standard RAD query.
For Example: The following field entries will validate only for cm3r with the current field name (Demo String2 in this example) of the workflow:
Current Field Name field: Demo String2
Validate Against Table field: ModuleStatus
Validate Against Field field: Status
Filter field: module="cm3r"
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Click Here to Add Fill Information to enter Fill From and Fill To fields.
Note The Fill From field represents the fields of the validation table against which it validates. The Fill To field represents the fields in the current table being validated.
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(Optional) If you want the field to be validated whether its value changes or not, select the Always Check Validity check box.
If this option is not selected, the system validates the field only when its value changes.
- Click OK to add the rule.
We welcome your comments!
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