Formatting Cells and Setting the Promotional Path

After a rule is set up, use the Process Cell dialog box to set how cells display in forms, and update the promotional path based on data validations.

  To format cells and set the promotional path:

  1. In the Data Validation Rule Builder dialog box, click the Process Cell icon Process Cell icon in the rightmost column.

    If the icon is not displayed, ensure that the rule is valid and that it permits cell processing instructions. For example, cell processing instructions are included for Else, Range, and Then conditions. The icon is not displayed until all required columns are selected for a rule. See Creating and Updating Data Validation Rules.

  2. In the Process Cell dialog box, set how the cell should appear in forms if the conditions defined by this rule are fulfilled.

    When the rule is enabled, it does not validate unless you specify at least one of these options: a cell background color, a validation message, or a promotional path option.

    • To add or update the cell background color, click Color Picker icon. To remove the cell background color, click Remove Cell Background Color icon.

    • To display a validation message for the cell, enter the message in the Validation Message field. Users see this text when they select Show Data Validation Messages in the context menu that appears when you hover over the cell in the form. It also appears as a link in the Data Validation Messages pane if data cells are flagged by the validation rules and the Display message in the Data Validation Messages pane check box is selected. For information on viewing and resolving data validation errors, see Working with Planning for Oracle Planning and Budgeting Cloud Service.

    • To update the planning unit promotional path based on the data validation rule specified for the cell, select an Approvals option.

      You can leave the option as None to specify no changes to the promotional path, if the data cell is in a technically valid state and you are only updating the cell background color or specifying a validation message. You can also select Update Promotional Path or Do Not Promote (to prevent the planning unit from being promoted if the condition is fulfilled). See Modifying the Planning Unit Promotional Path.

  3. Click OK.

    Updates for the rule are displayed in the Process column for the rule. If you specified a cell color, that color is displayed. You can preview a validation message by hovering the cursor over the Process column.