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. |
-
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.