Assigning Validations

Validations are tests to ensure that hierarchy rules are observed. They help enforce business rules.

To assign a validation to a hierarchy:

  1. From Browse, select a version.
  2. Optional: View a subset of hierarchies by selecting an option from the Group By drop-down list.
  3. Right-click a hierarchy, and then select Assign Validations.

    Available validations for the hierarchy are displayed on the Properties tab of the sidebar.

  4. Click a validation row to assign to the hierarchy.
  5. From the Value list, select the type of validation:
    • Real-time––Validation is automatically run at the time of making a hierarchy change or saving property changes. This type of validation will prevent changes from being saved if they are not valid. Real-time validations can only be run at the node level.

    • Batch––Validation is run explicitly by a user from the version, hierarchy, or node level. Validation results are returned as a list of nodes and failure messages for each.

    • Both––Run validation in real-time and batch.

    Note:

    To remove a validation assignment, change the value to None or select Remove Value from the Property menu.

  6. Repeat steps 4 and 5 as needed to assign validations to the hierarchy.
  7. Click Save in the property grid.