Delivered Rules for Document Records
These are the predefined rules for the Document Records business object.
|
Name |
Rule Type |
Description |
|---|---|---|
|
Default Document Name Based on Person and Document Type |
Field Modification |
This rule defaults the document name based on the person and the document type. |
|
Default Issuing Country Based on the Legislation Code of the Primary Assignment |
Field Modification |
This rule defaults the issuing country field based on the primary assignment's legislation code. |
|
Validate Document Record From Date is After Current Date |
Field Modification |
This rule validates whether the from date entered is after the current date. |
|
Validate Document Record To Date is Before Current Date |
Field Modification |
This rule validates whether the to date entered is before the current date. |
| Validate Document Record Publish Date is After Current Date | Field Modification | This rule validates whether the publish date of the document record is after the current date. |
Points to Consider
- When the condition fails, the Object Validation rule will display an error message and the Field Modification rule will display a warning message.
- If you use a delivered rule that validates a date condition and have approvals enabled for the document type, the data will still be committed during the transaction. This is because the validation is a warning message and doesn't prevent data from being committed.
- You can configure an Object Validation rule. For example, Validate on Submit button (exit region) for unique Document Record.
- You can't validate transactions based on date, if approvals are enabled for the document type.
- You must use the System Document Type when creating the rule, so that the rule is language independent.
- Transactions that are pending approval in the Document Records flow and Document Records plug-in section won’t be considered when evaluating a rule.
- You must use Partial Page Refresh (PPR) if your rule includes defaulting a value in one descriptive flexfield (DFF) segment based on the value in another DFF segment.