Table 4. Prebuilt Validation Rules
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ActivityLicenseValidation |
Validates if the activity has a valid license number. |
Sales |
This rule is started by the Sign button on the overlay menu on the Detailer page. |
AreSamplesDroppedValid |
Verifies that the quantity of samples dropped is greater than zero (0). |
Sales |
This rule is started by one of the following:
- Get Signature button.
- Save button in signature capture overlay.
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IsOkToSample |
Verifies if the primary contact associated with the activity can receive samples. |
Sales |
This rule is started by one of the following:
- Show Sign button in overlay of Detailer Page.
- Swap Signee button.
- Get Signature button.
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IsQtySampleValid |
Verifies that the quantity of the dropped sample is less than or equal to the maximum quantity allowed for the call. It also verifies that the quantity is less than or equal to MaxQtyPerAllocation for the sales representative allocation for the product. |
Sales |
This rule is started by one of the following:
- Get Signature button.
- Save button on signature capture overlay.
- Edit record in Sample Drop list applet.
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IsStopSampling |
Verifies that the Stop Sampling flag on the Sample Allocation for the product associated with the Sample Dropped Record is not set. |
Sales |
This rule is started by one of the following:
- Submit Call button.
- Get Signature button.
- Swap Signee button.
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IsValidPositionToSubmit |
Verifies that the owner of the call is the current user. |
Sales |
This rule is started by the Submit button in the Contact Call page. |
IsValidCallDate |
Verifies that the value for the call date of the activity is today. |
Sales |
This rule is started by one of the following:
- Get Signature button.
- Show Sign in overlay menu of Detailer page.
- Submit button in Contact Call.
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StateLicenseValidation |
This rule does the following:
- Validates if the activity has a valid license number.
- Verifies that the Contact field has a license number record for the contact address used with the current activity. The primary contact must have at least one license having the same state name as the PrimaryStateProvince field.
- Verifies that a contact's license number exists and that the field is not null.
- Verifies that the expiry date of a contact's license number's has not expired.
- Verifies that the status of the contact license is Active.
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Sales |
This rule is started by one of the following:
- Swap Signee button.
- Get Signature button.
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ValidateDiscMandatoryFlag |
This rule is used when a messaging plan status is set to Approved. This rule checks if the DisclosureMandatory value is set to Y. If so, the rule then checks if the child messaging plan items and disclosure messaging plan items exist. |
Asset Message Planner |
This rule is started when the status is changed to Approved when editing a message plan. |
ValidateReqFields |
Verifies that the required fields for the contact (First Name, Last Name) are present. |
Sales |
This rule is started by one of the following:
- Show Sign button in overlay menu of Detailer page.
- Swap Signee button.
- Submit button in Contact Call.
- Get Signature button
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