Implementation Considerations for Document Records Processes

You can typically use field value defaulting and validation in these cases.

• Defaulting when creating a new document
  • Default Document Number as "Person ID || Issued Date" based on the Document Type.
  • Default Publish Date to Issued Date based on the Document Type.
• Validation in the landing page, when creating or editing a new document
  • For Passport document type, Issued Date should be greater than or equal to From Date.
  • For Drivers License document type, warn users if To Date is null.

This table lists the supported attributes, exceptions, and the implementation recommendations for the Document Records pages.

It applies to all pages under Me, My Team, and My Client Groups tabs.

Page/Flow	In the Conditions for both Defaulting and Validation	To Default Field Values	To Validate Field Values	Implementation Guidelines
Document Records Landing Page	User Roles When is the rule applied? (Values are Viewing other’s info and Viewing own info) Country Business Unit Legal Employer Document Type Category Subcategory Tags	Not applicable	Applicable for Edit flow	Support for creating rules to validate based on other reference objects like Person, or Assignment.
Document Records > Add Flow	Same as above	Applied Tags Document Code Issuing Comments From Date To Date Document Name Document Number Descriptive Flexfields Developer Flexfields Document Type Issued On Issuing Authority Issuing Country Issuing Location Publish Date	Applied Tags Document Code Issuing Comments From Date To Date Document Name Document Number Descriptive Flexfields Developer Flexfields Document Type Issued On Issuing Authority Issuing Country Issuing Location Publish Date	Support for creating rules to validate or default based on other reference objects like Person, or Assignment.

Note: You must configure the rule by using the attribute name and not the UI label.