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Defining a Data Validation Rule Set


This task is a step in Process of Administering Data Validation Rules.

You define validation rule sets in the Administration - Data Validation screen. You can either revise an existing rule set or create a new one.

You can import and export validation rule sets by selecting Export Rule Set and Import Rule Set from the menu button on the Rule Sets list. The validation rule set is saved as an XML file for importing and exporting purposes.

To create a validation rule set, specify the business object and business component you want to validate. The validation rule set will have one or more arguments and contain one or more individual rules.

Defining a New Validation Rule Set

Use the following procedure to define a new validation rule set.

To define a new validation rule set

  1. Navigate to Administration - Data Validation, and then Rule Sets view.
  2. In the Validation Rule Set list, add a record for each new rule set and complete the necessary fields. Some fields are described in the table that follows.
    Field
    Comments

    Name

    Enter a name for this rule set. You can execute a particular rule set by setting this name as the value of the Rule Set Name input argument of the Data Validation Manager.

    Version

    Displays a numeric value to differentiate various versions of the same rule set. Clicking the Revise button creates a new version of an existing rule set with the version number incremented by one.

    Group

    Enter the group that this rules set is in. You can group a number of rule sets together by giving them a common group name. You can then execute these rule sets in one call by setting this group name as the value of the Group input argument of the Data Validation Manager. Data Validation Manager executes these rule sets one by one in no particular order.

    (Note: If both the Rule Set Name and Group input arguments are specified, the Group input argument will be ignored.)

    Business Component

    Select the business component to be validated.

    Status

    Displays the rule set status. Options include:

    • In Progress. Default status that appears when the administrator first creates a new rule set or revises an existing rule set. A rule set can only be edited when its status is In Progress.
    • Active. Status that appears when the administrator clicks the Activate button. A rule set can only be invoked when its status is Active.
    • Outdated. Status that appears when the administrator activates a newer version of the rule set.
    • Inactive. Status that appears when the administrator selects Deactivate Rule Set from the applet level menu.

    Business Object

    Select the business object to be validated.

    Business object is one of the selection criteria under which a rule set is selected for execution. If the Object Search Type input argument of the business service is set to \Business Object, Data Validation Manager will check if the active business object matches the rule set's Business Object value. If there is a match, the rule set will not be excluded based on the Business Object criteria. It may be selected or excluded based on other criteria.

    NOTE:  This business object must have a primary business component defined.

    Start Date

    Enter the date when the rule set becomes effective.

    End Date

    Enter the last date this rule set can be used. If not populated, the rule set never expires.

    Conditional Expression

    Enter a selection criterion under which a rule set is selected for execution. If the Conditional Expression is specified (not NULL) for a rule set, Data Validation Manager will exclude the rule set from execution if the conditional expression is evaluated to be FALSE at run time.

    If the Conditional Expression is not specified, it is interpreted as TRUE.

    Conditional Expression provides a mechanism to perform different validations on the same business component based on certain field values. For example, you might have many different types of service requests, and each type needs to be validated in a different way. Using conditional expressions based on the Service Request type, Data Validation Manager can select the appropriate rule set to execute.

    Aggregate Error

    When this check box is selected, Data Validation Manager ignores the Immediate Display flag of each rule it processes. It aggregates all the error messages of the rules that are FALSE into one string, and then display the aggregated error message to the end user.

Revising an Existing Validation Rule Set

Use the following procedure to revise an existing validation rule set.

To revise an existing validation rule set

  1. Navigate to Administration - Data Validation, and then Rule Sets view.
  2. In the Validation Rule Set list, select a rule set and click Revise.

    Clicking Revise creates a new version of the rule set and sets the Status to In Progress.

  3. Make the appropriate changes in the Validation Rule Set form and click Activate.

    Clicking Activate changes the Status from In Progress to Active and makes the record read-only. The old validation rule set still appears, but the status is now Outdated.

NOTE:  You can delete a Validation Rule Set in the same way you delete any other record in Siebel Business Applications. When you delete a Validation Rule Set, that rule set's Validation History is also deleted.

Exporting a Validation Rule Set

Use the following procedure to export a validation rule set.

To export a validation rule set

  1. Navigate to Administration - Data Validation.
  2. In the Validation Rule Set list, select the rule set or rule sets that you want to export.
  3. From the applet menu, choose Export Rule Set.
  4. Follow the on-screen prompts to save the rule set as an XML file.

Importing a Validation Rule Set

Use the following procedure to import a validation rule set.

To import a validation rule set

  1. Navigate to Administration- Data Validation.
  2. In the Validation Rule Set list, choose Import Rule Set from the applet menu.
  3. In the Validation Rule Set Import dialog box, locate the file you wish to import and click Import.

    The imported rule set appears having a status of In Progress.

  4. To activate the imported validation rule set, select it in the Validation Rule Set list and click Activate.

    Clicking Activate changes the rule set Status to Active and makes the record read-only.

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