Siebel CRM Desktop for Microsoft Outlook Administration Guide > Customizing Siebel CRM Desktop > Process of Customizing Objects in Siebel CRM Desktop >

Defining the Validation Rules


This task is a step in Process of Customizing Objects in Siebel CRM Desktop.

In this topic, you add data validation rules to make sure the user enters information in the form correctly. For this example, assume the business requirements include the following for an activity:

  • The Owner field must contain an owner.
  • The Planned Start field must contain a date.
  • The date in the Planned Complete field must not occur earlier than the date in the Planned Start field.

In this topic, you use the forms_12.xml file. For more information, see Correct Usage of the Forms_xx.XML File and Object ID.

To define validation rules

  • To create a validation_rules section for the description of your form, add the following code to the forms_12.xml file:

    <form id="SBL Activity">

    <validation_rules>

    <rule message="Owner is required.">

    <expression>

    <![CDATA[item["Primary Owner Id"] != null]]>

    </expression>

    <asserted_control id="Owner"></asserted_control>

    </rule>

    <rule message="Planned Start is required" expression="Planned != null">

    <asserted_control id="0x20017"></asserted_control>

    </rule>

    <rule message="#msg_activity_planned_complete_validation">

    <expression>

    <![CDATA[

    item['Planned Completion']!=null ? item['Planned Completion'] >=
    item['Planned'] : true;

    ]]>

    </expression>

    <asserted_control id="PlannedCompletion"></asserted_control>

    </rule>

    </validation_rules>

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