Validate a rule

You can validate rules in projects or shells, and company level rules. You can also validate rules in project or shell templates to help ensure that they will work in the project or shell, even if you do not immediately activate them. Validation is not available in rule templates, because part of the validation process involves verifying that the cost or fund sheet is set up and any referenced business processes are active.

It is good practice to validate a rule before attempting to activate it. If you try to activate a rule directly, the system will first validate it anyway, but if there is a conflict, you will simply see an error and may not be able to assess what the issue is. By validating first, the system provides more information if the validation fails.

To validate a rule:

  1. From the Rules log, select a rule.
  2. From the toolbar, click Validate.

    The Validation Results window opens. If the validation failed, the errors are listed in the window. Edit the rule as necessary and revalidate.

    Note: As described in Create a Rule Template, if you used special characters in the rule name, the name is truncated in or excluded from the error description when validation is run.


Last Published Sunday, July 20, 2025