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Defining a Data Validation Rule Set

You define validation rule sets in the Data Validation Administration view. 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 Validation Rule Set list. The validation rule set is saved as an XML file for importing and exporting purposes.

When creating a validation rule set, you 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.

To define a new validation rule set

1. Navigate to the Rule Sets view of the Administration - Data Validation screen.
2. In the Validation Rule Set form, add a record for each new rule set and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Business Component	Specifies the business component to be validated. A business component is a fundamental business entity in the enterprise—for example, Opportunity, Account, or Contact.
   Business Object	The business object to be validated. A business object denotes a functional area that is a grouping of one or more related business components. 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.
   End Date	Specifies the last date this rule set can be used. If not populated, the rule set never expires.
   Group	Categorizes rules sets into groups. 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.)
   Name	Name of 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.
   Conditional Expression	Conditional Expression is one of the selection criteria 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.
   Start Date	Date when the rule set becomes effective.
   Status	Specifies 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.
   Version	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.
   Aggregate Error	When this field is checked (TRUE), Data Validation Manager will ignore the Immediate Display flag of each rule it processes. It will aggregate all the error messages of the rules that are FALSE into one string, and then display the aggregated error message to the end user.

To revise an existing validation rule set

1. Navigate to the Administration - Data Validation screen.
2. In the Rule Sets 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 applications. When you delete a Validation Rule Set, that rule set's Validation History is also deleted.

This task is part of Process of Administering Data Validation Rules.

To export a validation rule set

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

To import a validation rule set

1. Navigate to the Administration- Data Validation screen.
2. From Validation Rule Set list menu drop-down list, choose Import Rule Set.
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.