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 data 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 data forms:
In the Layout tab, right-click in the location (grid, column, row, or cell) where you want to include the data validation rule.
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.
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.
Build and validate the rules as described in Creating and Updating Data Validation Rules.
In the data form, click Next to continue building the data form, and then validate and save the data form.