Business rule validation

Use the Business Rule validation method to create complex validation logic.

When you use a business rule, document or folder variables are used as initialization parameters. Before using Business Rule validation, configure a Boolean and a String variable as outputs. The Boolean variable will indicate whether the validation succeeded, and the String variable will display a runtime message if validation fails.

In a document type, you can add validation to columns in a table using a business rule, for example, to check Col 1 (No of items) * Col 2 (Price) = Col 3 (Subtotal).

When Validation is performed on the document using the preceding business rule on a table field, the validation is performed for each row. If Row 2 has an incorrect calculation, then Col 3 for that row is invalid. See Add field validation rules for a document type.

While using Business Rule validation:

  • If the business rule does not have the correct output, the following message appears: "The business rule does not have the correct outputs. It must have a Boolean and a String output defined to be used for validation."

  • If the business rule has the correct outputs, the business rule inputs are displayed.

  • For each input, you can map a field, system property (of the document/folder/field), or static text.

  • If the business rule has a document variable as an input, you can map the instance ID system property.

  • You cannot delete a field that is in use in a business rule.

  1. On the Home page, click Data > Folder Type Add Folder.
  2. Select the Folder Type for which to add a field validation rule, and click the Field Validation tab.
  3. Click Add Add for Validation Rules.

    The Validation Rule page appears with the configurations.

  4. Enter a Name for the field validation rule.
  5. Select the Type as Business Rule. See Validation methods for more information.
  6. Consume the Business Rule to use in the field validation.
    Note Child documents/folders do not inherit these validation rules.
  7. Click Configure to map fields to Rule Inputs or provide static values.

    The business rule page appears.