Displaying Validation Messages on the User Interface

You can show users validation messages to guide them through the configuration process, provide additional information, as well as communicate any inconsistencies in the configuration. Using validation messages, you can help users resolve issues, submit accurate configurations, and reduce errors.

Validation messages are displayed at the top of the information bar and below the configurable item image. You can format the message by changing the font and size, or by making the text bold, italic, or underlined. In the message, you can also include information from questions and answers using resolve expressions.

To include resolve expressions, use question and answer codes separated by a forward slash and enclosed in curly braces. For example, {A/1}. The answer value will be retrieved using the codes. For more information, see Obtaining Answer Data with Resolve Expressions.

The following validation message types are available:

Note – Provides information or suggestions to users. This validation message doesn't prevent submitting the configuration.
Incomplete configuration – Informs users that required information or selections are missing. If you check the Prevent submitting incomplete configurations box on the product record, this message prevents submitting the configuration.
Incompatible configuration – Notifies users that the configuration doesn't meet the established requirements. If you check the Prevent submitting incompatible configuration box on the product record, users can't submit a configuration with this validation message.

If users need to complete the task in phases and plan to update the configuration later, you can let them submit configurations even if there are incomplete or incompatible validation messages.

To create a validation message:

In NetSuite, go to CPQ > Configurator > Product Maintenance.
Click Edit next to the product you want to modify.
On the Validations subtab, click New CPQC Validation.
Enter a descriptive name for the validation message.

This name is used for internal reference only and isn't displayed on the product interface.
Select the validation message type.
Provide a sequence number to determine the order in which the validation message is displayed in the validation message container on the product interface.

Validation messages with a lower sequence number are displayed before those with a higher sequence number. You can enter a negative or positive number. For example, -2 or 5.
(Optional) To define a specific date range in which the validation message is active and displayed on the user interface:
- In the Effective Start Date field, select a start date.
  
  Before this date, the validation message isn't displayed.
- (Optional) In the Effective End Date field, select an end date.
  
  After this date, the validation message is no longer displayed.
Note:
If you define a date range, the validation message will only be displayed if both the date range and rule conditions are met.
Provide a message to display to users.
In the Rule field, enter the condition that determines whether this validation message is displayed to users.

Enter question and answer codes separated by a forward slash. For example, A/1. Use operators to combine multiple conditions. For example, A/1&B/2. For more information, see Activating or Hiding Building Blocks with Rules.
(Optional) To include an additional rule in the validation message rule, select a rule category. The validation message will be displayed only if both its rule and the category rule match the questions or answers selected by users. For more information, see Working with Rule Categories.
Click Save.

To copy or delete a validation message record, see Working with Product Building Blocks.

To create a validation message:

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