General Validation Rules Across all Services

General commenting is only supported by getCompleteBPRecord service.

Special characters must be escaped in a valid XML document. The following characters ", ‘, < , >, & will be escaped to:

For Web Services (createBPRecord, addBPLineItems, updateBPRecord, createProject), the XML is scanned for validity and any errors are reported when found.

A non-required tag like <hello>hello</hello> is ignored.

Date fields (which are set as Date type) must be in the following format:

MM/dd/yyyy
MM-dd-yyyy
MM/dd/yyyy HH:mm:ss
MM-dd-yyyy HH:mm:ss
MM-dd-yyyy HH:mm:ss tz (this format accepts timezone)
MM/dd/yyyy HH:mm:ss tz (this format accepts timezone)
yyyy/MM/dd HH:mm:ss
yyyy-MM-dd'T'HH:mm:ss
yyyy-MM-dd

MM-dd-yyyy hh:mm is a 24-hour clock. Users should specify time in hours instead of AM/PM notation.

The "tz" in MM/dd/yyyy HH:mm:ss tz signifies time zone. The system converts user-specified time to server time zone and stores in the database.

Note: There is a difference in how time zone adjustments are handled between the UI and REST services. The UI does not take the date value into account when applying the daylight-saving time (DST) offset, whereas REST applies the DST offset based on the provided date value.

Tag names are case sensitive. For example: <_BP> is not a valid tag.

When designing Business Processes (BPs) that are related to Integration:

All BPs must have the record_no tag in the Upper forms.
For Cost related BPs, the Amount field must be present in the Line Items.

If the XML has a leading tag <?xml encoding="iso-8859-1" ?>, the system supports all characters within this ISO standard.

There are no form-level validations (required field, form level validation rules, and so forth).

There is no auto-populate feature through Integration, if the integration interface is not designed for the BP. Additionally, if a Data Picker DE is excluded from the integration interface for a BP, changes to the source DE are not reflected in the line item as a result of a REST call. Conversely, if a Data Picker DE is included in the integration interface for a BP, changes to the source DE are reflected in the line item as a result of a REST call.

Last Published Thursday, March 19, 2026