Editing Existing Validation Rules

  1. From the SmartSolve Portal Page, click the Administrator Tools tab.
  2. In the Designer section, select Workflow Designer.
  3. Create a new workflow or open an existing workflow.
  4. Click the Rule Editor button in the main menu toolbar at the top of the window.
    Result: The Rules window is displayed.
  1. Select the rule to be edited and click the Edit button.
    Result: The Rule Editor window is displayed.
  1. Edit the information in the following fields:
  2. Field Definition

    Rule Name

    Enter the name of the rule.

    Description

    Enter a description of the rule.

    Entity

    Zoom to select the entity that contains the fields that must be evaluated in this rule.

    Qualifying Condition

    Zoom to select the qualifying condition for the entity selected (if applicable). See Configuring Formulas in Validation Rules for additional information.

    Add Condition

    Click the Add Condition button to add the condition which will later validate the rule. See Adding Conditions to Validation Rules for additional information.

    Error Message

    Enter the message that will display for the user upon unsuccessful evaluation of this Rule.

    Field to Highlight

    Zoom to select the field to highlight when clicking on the error message.

  3. Click Save.
    Result: The edited rule is displayed in the Rules window.

NOTE: Rules can also be deleted from this window by selecting the rule and then clicking the Delete button at the top of the Validation Rules window.

See Also

Creating New Validation Rules

Adding Conditions

Configuring Formulas

     

 

 
Monday, September 16, 2019
9:52 AM