Data Validation Rules

To implement business policies and practices, administrators can build data validation rules that are checked when conditions are met in forms. Rules can generate validation messages, enforce limits on submitted planning unit data, and designate a specific reviewer or owner to review data that meets some condition.

For example:

  • Conditionalizing the planning unit promotional path

  • Preventing the promotion of planning units that include invalid data

When you design rules that affect the planning unit promotional path, you need to understand the order in which these rules are evaluated and applied. For information about designing data validation rules and expected outcomes, see Managing Data Validation.