Adding a custom validation

	Product(s):	AssetWise APM Foundation
	Version(s):	N\A
	Environment:	N\A
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This is a simplified example of a customization on how to create a validation rule. In this example, the validation rule to be added is to make "Material Required" field in standard task as mandatory.

Background

Creation of a validation rule should to be done and tested in a development environment and then migrated to production. APM Support team does not assist with complexities of customization nor with the migration from Development to Production. This is either done by a trained person on site, or by engagement with our Technical Services Team.

Steps to Accomplish

Open standard task class in customization center, go to states and validation rules and create a new validation rule for an attribute.

Validation consists of two parts:

a. The rule or the assertion.

b. The condition when the rule is in effect.

2. Create Assertion

Define the rule – Material required by date days is greater than zero.

Caution: It will mean that the material required by days must be entered on every standard task and task template. There would be no exceptions. If the user has a standard task to perform an inspection, which doesn’t require any materials (there are no planned material requirements) the user will still be required to enter a value. If the user is using the formatting options on work type to hide the planning tab, the rule is still in effect. The material required by days will be mandatory even though the user will not be able to enter it. If the user has scenarios like this, they will need to add the appropriate conditions to the validation.

User should also ensure that all their standard tasks comply with the rule (that is have a valid value for material required) when they implement the rule. If they don’t, they would be having the risk of receiving an error message when they are in the middle of another process. For example, standard task supports the ability to track the next due date. The due date is calculated when any of the task indicators next due date is updated. If this rule is implemented and the task material required by date is zero, the indicator reading will fail because the standard task update will fail.

3. Define the conditions

If the standard task is inspection type then it won’t need any planned material requirement. Also need to ensure the rule is only applicable to the new standard tasks so all the existing standard tasks won’t fail because of the new rule.

Adding a custom validation

Steps to Accomplish

See Also