Use validations

This topic provides an overview of validations.

Overview

Validations determine the acceptable input values for user-defined fields, such as object type or request type fields. Validations also determine the possible results that a workflow step can return. Validations are used for the following functions:

  • Field component type. Users can create fields for several entities, including object types, request types, request header types, and user data. Validations determine the field component type (for example, text field or list) and define possible field values.

  • Workflow step results. Validations determine the possible results of exiting a workflow step. For example, the validation WF - Standard Execution Results contains the possible execution step results of Succeeded or Failed.

Every PPM installation includes predefined system validations, which you can use as you configure your system. If no system validation meets your requirements, you can use the Validation Workbench to create your own validation. For details, see Configure validations.

Caution: PPM does not support deprecated validations. The user-defined fields and workflow steps that are created by using these validations may not work.

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Validations and special characters

You cannot type the question mark character (?) in the validation Name field. The PPM Workbench prevents users from typing this character in the field.

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Validation component types

You can only use certain component types in a workflow step source validation. Table 5-1. Component types summarizes the field component types available.

Table 5-1. Component types

Component Type

Use In Workflow?

Description, Example, and Configuration instructions

Text field

Yes

Text entry fields displayed on a single line. You can configure text fields to display the data in a specific format. For example, you can configure a text field to accept and format a hyphenated nine-digit social security number or a ten-digit phone number.

Configure text field validations.

Drop-down list

Yes

Field that displays a list of values.

Configuring static list validations.

Configure dynamic list validations.

Tip: PPM revamped the drop-down list on the request page for a more intuitive and user-friendly experience. To use the revamped drop-down list, enable the Use New Drop-Down and Auto-Complete Lists feature toggle.

Radio buttons (Yes/No)

No

Field that accepts binary input.

No configuration is needed for this component type.

Auto-complete list

Yes

Field that lets you open a dialog box that lists choices.

Configuring static list validations.

Configure dynamic list validations.

Note:

  • By default, an auto-complete dialog is opened without any filter and all possible results are displayed. If the set of results is large, it may take some time for the auto-complete dialog to open. You can set the AUTO_COMPLETE_LONG_TYPE_CULLTEXT_REQUIRED parameter to true to open the auto-complete dialog without any results. This allows the user to enter a filter to limit the results displayed. If no filter is desired, the user may select Find to list all results.
  • PPM revamped the auto-complete list on the request page for a more intuitive and user-friendly experience. This revamped feature applies to auto-complete lists validated by List, SQL-Custom or SQL-User with no filter fields and contains no tokens in the SQL. To use the revamped auto-complete list, enable the Use New Drop-Down and Auto-Complete Lists feature toggle.

Text area

No

Text entry field that can include multiple lines.

Configure text area validations.

Date field

No

Field that lets you specify date format.

Configure date field validations.

Web address (URL)

No

Text entry field for specifying a URL. Clicking U opens a browser window to the specified Web address.

Access validations through packages and requests.

File chooser

No

Used only in object types. Requires that two fields be defined with the tokens P_FILE_LOCATION and P_SUB_PATH.

Access validations through packages and requests.

Configure file and directory chooser validations

Directory chooser

No

Used only in object types. Requires a parameter field defined with the token P_FILE_LOCATION.

Configure file and directory chooser validations.

Attachment

No

Field used to locate and attach files.

Access validations through packages and requests

Password field

No

Field used to capture passwords.

There is nothing to configure for this component type.

Table component

No

Used to specify multiple records in a single component. The table component can be configured to include multiple columns of varied data types. This component supports rules for populating elements within the table and provides functionality for capturing column totals.

You can only add fields of this component type to the Request Details page.

Limitation: The maximum entry number allowed for fields of this component type is 500.

Configure table component

Staffing profile, financial data table, link

No

Field that you can add to the request type to enable access to view, edit or create staffing profiles or financial data tables associated with a request, project, or work plan.

Access validations through packages and requests

Check Box No

Field that lets you select multiple values.

You can only add fields of this component type to the Request Details page.

Note: This option is available only when the feature toggle Enable Checkbox List Validation is turned on.

Configuring static list validations

Configure dynamic list validations

Tag No

Field that lets you search and add existing tags or create new ones.

You can add fields of this component type to request types and request header types only.

No configuration is needed for this component type.

Special Note for Link and Web Address (URL) Component Types

When you use <!--HTML--> for Link and Web Address (URL) component types, make sure not to use <a></a> tags as they are not allowed. Link and Web Address (URL) components are <a></a> tags in Web UI, you cannot embed <a></a> tags within <a></a> tags.

<!--HTML--> is designed for advanced users and you should use tags that affects font and color only. For example, the script below is valid:

<!--HTML--><font color='red'>PPM</font>

<!--HTML--><b>PPM</b>

The script below is not allowed for Link and URL:

<!--HTML--><a href='http://my-company.com'>my-company</a>

Note that link description is also not allowed.

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