Administer > Application Setup > Process Designer > Adding a rule > Add a Validate against Table rule

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:

  1. Click Tailoring > Process Designer.
  2. Click Rule Sets > Search.
  3. Select the Rule Set to which you want to add the rule.
  4. Click Add Rule to open the Select Rule Type page.
  5. Click Validate against Table.
  6. Type the Rule Description.
  7. Click Edit to add a condition.

    Note If you do not specify a condition, it will default to Always.

  8. Select the error message type: Pop-up or Screen to display during validation.
  9. Select the field to validate from the drop-down list.
  10. Select the name of the table you want to validate against.
  11. Select the name of the field you want to validate against.
  12. 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"

  13. 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.

  14. (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.

  15. Click OK to add the rule.