Including Data Validation Rules in Forms

In the Layout tab, you can add and update validation rules to the grid, column, row, or cell. When rules are processed, they can change the color of cells, provide validation messages to users during data entry, and can change the promotional path for planning units. Validation rules are saved with the form.

Before adding data validation rules, it is important to consider the function the rule will perform, and to plan the rule scope. For detailed information and best practices for planning and implementing validation rules, see Managing Data Validation.

To include data validation rules in forms:

Open the form, and then click Layout.
See Selecting and Opening Forms and Folders.

Select Validation Rules, and then select an option:

Note:

The menu options that display are context-sensitive, and depend on whether rules have already been added, and if you have previously selected a menu option. For example, if you right-click a cell that contains a rule and select Copy Validation Rules, the Paste Validation Rules menu option is displayed when you right-click another cell.

Table 15. Validation Rules Options

Option	Description
Add/Edit Validation Rules	Add or edit existing rules in the condition builder area of the Data Validation Rule Builder dialog box.
Copy Validation Rules	Copy the selected rules to be pasted to a new location.
Paste Validation Rules	Paste the previously copied rules to a new location.
Validate only for users with access to this form	If the currently logged in user does not have access to the form, do not execute validations associated with the form when validating the planning unit.
Validate only for pages with existing blocks	When enabled, Planning intelligently figures out which page combinations have potential blocks and runs the validations only for those page combinations. There are a few exceptions to this. If a page combination has any Dynamic Calc, Dynamic Calc and Store, Label only, or Store with one child member, then that page is always loaded.
Validate only for cells and pages the user has access to	When enabled, validations are run as the currently logged in user and not as the administrator, which means the user's security will be applied to the form members.

Build and validate the rules as described in Creating and Updating Data Validation Rules.
In the form, click Next to continue building the form, and then validate and save the form.