1. Accounting Foundation Cloud Service Core Functions
  2. Issues and Actions
  3. Data Quality Framework
  4. Create or Log an Issue
  5. Create a Group

16.4.1.5 Create a Group

Data Quality Groups facilitate the logical grouping of the defined DQ definitions and to schedule their execution.
The following capabilities are supported in the 23.2.1 release:
  • Ability to create Custom DQ groups based either on an entity or on an existing group.
  • Ability to map the following three types of rules to the group:
    • Seeded DQ Rules
    • Published Custom DQ Rules
    • Unpublished Custom DQ Rules of the same action

Note:

  • A custom DQ group can be created only from Rules of same Entity. If you want to change the entity and rule selected, close the Create Group screen and open it again.
  • No DQ rule is deleted or created while editing a Custom Group. Only the mapping is updated.
  • Ability to delete Custom DQ groups in Draft or Returned status.
  • Ability to edit group name, description, and DQ rules mapped to the Custom DQ group in Draft or Returned status.
To create a Data Quality Group, complete the following steps:
  1. From the Inbox page, click the action for which you want to create a DQ Group. Now click Control Extensions from the LHS menu.

    Note:

    You can create a Data Quality Group only from the action which is in New or Returned status.
  2. Click Create Group.
    The Create Groupwindow is displayed.
  3. Enter the Name of the group. The name can consist of alphanumeric characters and an underscore (_).
  4. Enter a Description or related information about the group.

    Note:

    The description field only supports the following special characters: comma ( , ) , full-stop/dot ( . ) and underscore ( _ ).
  5. Select an Entity.
  6. However, if you want to create a new group from an existing group, enable the Create Data Quality Group from an existing DQ group option and select the required group from the Copied from Data Quality Group drop-down list.
  7. Click + to link the DQ rules for the selected entity. Select the required rules and click Link.
  8. Click Save.
    The group code is automatically populated, and the group is displayed in the Control Extensions page.