Example of Configuring Entry and Exit Criteria Using Validation Rules

You can configure the entry and exit criteria for a change status using validation rules.

Scenario

You want to configure the entry criteria for interim approval based on the selection in the product team field (which is an extensible flexfield). The change order must progress to the interim approval status only if the user selects a value in the product team list. Note that this criteria can also be configured as an exit criteria for a status.

Here’s a table that summarizes the values you must enter in Create Rule Set dialog box.

Field	Value
Composite	No
Type	Validations
Association type	Change type
Association Name	Select the change type with which you want to associate the rule set.

Here’s a table that summarizes the values you must enter in the Create Rule dialog box and the Edit Rule Set page.

Field	Value
Severity	Reject
IF Expression	isNull([ChangeHeader].[ProductTeam].[ProductTeamName])
Validation Condition	false
User Message	You must assign a product team for the change order to progress to the next status.

Note: To ensure that valid attributes expressions are used in rules, you can right-click in one of the expression fields and select Insert Attribute, then use the Insert Attribute dialog to populate attribute.

You must associate the exit criteria to the change type using the Manage Change Order Types task. In the Setup and Maintenance work area navigate to the following:

• Offering: Product Management

• Functional Area: Change Orders

• Task: Manage Change Order Types

For the interim approval status, select the exit criteria you created and save your changes. For more information, see the related topics.