Configure validations

You can create, edit, and delete validations using the Validations Workbench.

Create and configure validations

You can create, edit, and copy validations from the Validation Workbench.

To create, edit, or copy a validation requires the required access grants. For details, see the Security Model Guide and Reference.

To create a new or edit an existing validation:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

  3. From the shortcut bar of the PPM Workbench, select Configuration > Validations.

  4. In the Validation Workbench, click New Validation or open an existing validation.

    Note: If you open an existing validation in a PPM instance that supports multiple languages, and the validation is defined in a language other than your session language, you cannot edit the validation. For more information, see Multilingual User Interface.

  5. Provide the following information for the validation:

    Field Name Description
    Name

    Name of the validation.
    Reference Code

    Unique name to identify the validation across all languages being used in your PPM implementation, regardless of whether its name is changed or translated.

    Use the default value or provide a new value.

    The reference code value must be unique across all languages. Use capital letters and ASCII characters, do not start with an underscore (_), and do not use any of the following special characters:

    ~!@#$%^&*()+}{":?><`-=]['''';/.,',

    System data reference codes start with an underscore (_) and should not be modified.

    Description Brief description of the validation.
    Enabled Select this check box to enable the validation.
    Use in Workflow

    Select this check box to use the validation in a workflow step source. For a list of components that can be used in workflow steps, see Validation component types.
    Component Type

    Select a component type for the validation. The fields in the Validation window dynamically changes depending on the component type selected.

    For a list of components types that can be used, see Validation component types.

  6. Enter any additional information required for the selected component type. The additional information varies depending on the component type selected.

    For details on how to configure the different component types, see Validation component types.

    Note:  

    • Be sure to exercise caution if you edit existing validations that are in use by fields or workflow step sources. Both field and workflow step validations can be tied to workflow logic. Changing the validation values can invalidate a process.
    • If a validation value contains a lookup code, once you have specified and saved the code, you can no longer edit the code. If you need to make a change to the code, you must delete the existing code, add a new code, and then recreate any information from the deleted code.

  7. Specify which users can edit, copy, and delete this validation.

    1. Click the Ownership tab in the Validation window.

      The Ownership window opens.

    2. Select Only groups listing below that have the Edit Validations Access Grant.

    3. Click Add.

    4. Add security groups and click OK.

    5. Click Apply to add the security group.

    6. Click OK to add the security group and close the Add Security Group window.

  8. Click OK to save your changes.

    Note: If you configure a new validation in a PPM instance that supports multiple languages, the validation is defined in the language you selected at login (your session language). After the validation is created, it can be modified only in its definition language. For more information, see Multilingual User Interface.

To copy a validation:

  1. From the Validation Workbench, select the validation to copy.

  2. Click Copy.

    The Copy Validation window opens.

  3. Provide a name for the copied validation.
  4. Select the Copy existing translations check box if you want to copy the translations of the validation.

  5. Click Copy.

    The Question window opens.

  6. Click Yes if you want to make modifications. Otherwise, click No.

    If you click Yes, the Validation: <validation_name> window opens.

  7. Make necessary changes to the validation.
  8. Click OK to save your changes.

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Delete or disable validations

To delete or disable a validation requires the required access grants. For details, see the Security Model Guide and Reference.

To delete a validation:

  1. From the Validation Workbench, select the validation to delete.

  2. Click Delete and then Yes in the Question window.

You cannot delete a validation if it is:

  • A system validation (delivered with the product as seed data).

    Note: Although you cannot delete a custom validation, you can disable it. This allows any active workflows or product entities to use the validation, but keeps it from being used in new workflows or entity definitions.

  • Currently used by a workflow step source.

  • Currently used by a field in a product entity (object type, request type, user data, report type, or project template field).

To disable a validation:

  1. From the Validation Workbench, select the validation to disable.

    You can only disable validations that are referenced by workflow step sources or entity fields.

  2. Click Open.

  3. In the Validation: <validation_name> window, clear the Enabled check box.

  4. Click OK to save your changes.

A disabled validation continues to function in existing workflow steps and fields, but you cannot use it to define a new step source or field.

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See also: