Including Data Validation Rules in Forms

You can add and update validation rules for grids, columns, rows, or cells, on the Layout tab. When processed, rules may change the color of cells, change the promotional path for approval units, and display validation messages to users during data entry.

Note:

Before adding data validation rules, consider the function it will perform. For information and best practices about using validation rules:

See Managing Data Validation.

To include data validation rules in forms:

1. Open the form, and then click Layout.

   See Selecting and Opening Forms and Folders.

2. Select Validation Rules, and then select validation rule options:

   Note:

   The right-click menu options that display are context-sensitive, and depend on if rules and menu options were already added.

   Table 24-21 Validation Rules Options

   Option	Description
   Add/Edit Validation Rules	Create or modify existing rules in the Data Validation Rule Builder dialog box.
   Copy | Paste Validation Rules	Copy selected rules and paste them in a new location.
   Validate only for users with access to this form	If the current user doesn't have access to the form, don't run form validations when validating the approval unit.
   Validate only for pages with existing blocks	Run validations only on page combinations that have potential blocks. The only exceptions being page combination having any Dynamic Calc, Dynamic Calc and Store, Label only, or Store with one child member settings. In this case, the page is loaded.
   Validate only for cells and pages the user has access to	Run validations as the current user, using their security, and, not a Service Administrator.

3. Build and validate the rules.

   See Creating and Updating Data Validation Rules.

4. In the form, click Next to continue building the form, and then validate and save it.