What are the business rules that apply to person name attributes included in Redwood pages?

Person name attributes have been added to VB Studio Business Rules for these Redwood pages. You can create business rules with conditions for these attributes.

Here’s the list of the Redwood pages:

  • Personal Details
  • Hire an Employee
  • Add a Nonworker
  • Add a Contingent Worker
  • Add a Pending Worker
  • Create Work Relationship
  • Edit Pending Worker
  • Convert Pending Worker

  • Create a Family and Emergency Contact
  • Edit a Family and Emergency Contact
  • Local and Global Transfer

To have more control over the display and editing of the person name attributes, some of you may have created a Page Composer personalization on the responsive page. This personalization would make a few name attributes as read-only for your employees when they view their own name records, but allow your HR professionals to be able to edit all their name attributes. You can now achieve this same functionality in the Redwood version of these pages by using VB Studio Business Rules.

Note:

You can’t mark person name attributes as required from business rules. To mark them as required, you can continue to use the Manage Person Name Styles page.

This table lists the rules that apply to the person name attributes, along with examples:

Rule Example
If a name attribute isn't included in the person name styles definition, then even if it’s set to be Visible or editable in Business Rules, the attribute won’t be displayed or editable. If the Indian person name style includes the Title, First Name, Last Name, and Middle Names attributes, and the attribute Prefix is set to Visible or editable in the business rules, it won't be displayed or editable.
If a name attribute is included in the person name styles definition and it's marked as Required, then even if it’s set to Hidden in Business Rules, the attribute will still be displayed. If the Indian person name style includes the First Name and is marked as Required, and the attribute First Name is set to Hidden in the business rule, it will remain as displayed.
If a name attribute is included in the person name styles and it’s marked as Required, then if it’s set to Read-only in Business Rules, it will become read-only even if the attribute doesn't have any data. If the Indian person name style includes the First Name and is marked as Required, and the First Name attribute is set to Read-only in the business rule, it will become read-only. In the case where a required attribute is null and is set to Read-only, an error message will be displayed if the name record is edited.
If a name attribute is included in the person name styles and data is defaulted from VB Studio business rules, then it will be available in the page. If data for the attribute is already present in the page, then this existing data won’t be overwritten. If the Indian person name style includes the First Name and is defaulted in the business rule, then it will show the defaulted data. If a first name already exists, it won’t be overwritten.

VB Studio Business Rules has two sections for date-effective objects other than person name:

  • List: This applies to the read-only form.
  • Create and Edit: This applies to the create and edit form.

The name region doesn't have the same model. Rather, it has separate sections for Global Name and Local Name. It also has some parameters that aren’t part of person name styles.

Global Name and Local Name

The business rules for the Global Name and Local Name sections will apply to both the read-only and create and edit forms.

  • In the read-only use case, only the Hidden property will be applicable.
  • In the edit use case, all other enabled properties will be applicable.
  • If a validation Business Rule is written, the Target field condition will result in a banner message displayed at the page level. The message won’t be displayed next to the specific Target field.
  • Business Rule validations, such as restricting special characters being entered or specifying the maximum number of characters that are entered, are also supported.

Parameters that aren’t part of person name styles

These parameters aren’t part of person name styles. They're only available in the business rules:

  • Enter Local Name: To enable the local name, you need to set the Enter Local Name parameter as Visible in the BR. For this parameter, defaulting is only supported in Personal Details, Edit a Family and Emergency Contact, Create Work Relationship, Edit Pending Worker, Convert Pending Worker, Local and Global Transfer.
  • Name Change Date: With the Name Change Date parameter, you can default a date only if it has a valid date format. This parameter is available only in the Personal Details and Edit a Family and Emergency Contact pages.

This table describes the rules that apply to the person names attributes.

Business Rule Support for Person Names Attributes

Global Name and Local Name Read Only Hidden Defaulting Validations
Enter Local Name No Yes Yes Yes
Name Change Date No No Yes Yes
First Name Yes Yes Yes Yes
Honors Yes Yes Yes Yes
Known As Yes Yes Yes Yes
Last Name Yes Yes Yes Yes
Middle Names Yes Yes Yes Yes
Military Rank Yes Yes Yes Yes
Name Information 1 to Name Information 30 Yes Yes Yes Yes
Local-Name Language (Only in Local Name) Yes No Yes Yes
Prefix

Appears as PRE_NAME_ADJUNCT in person name styles

Yes Yes Yes Yes
Previous Last Name Yes Yes Yes Yes
Suffix Yes Yes Yes Yes
Title Yes Yes Yes Yes
Note: You can’t mark a field as Read Only from VB Studio business rules on these pages:
  • Hire an Employee
  • Add a Nonworker
  • Add a Contingent Worker
  • Add a Pending Worker
  • Create a Family and Emergency Contact