Data Validations and Lookups are assigned to free form text fields in the Data Validation and Lookup Editor. This form is opened by selecting Tools>System Tools>Validation Editor.
Refer to Validation Overview for information regarding Validations.
Data Validations and Lookups are grouped together and assigned to a field as follows:
• Adding a Validation Group
Click the Add button and fill in the
Group Description. Enter the names of the Data Validation and Lookup functions
in their respective fields. Note that the Data Validation is mandatory but the
Lookup can be left blank
Changes to the group are saved by selecting another
group, clicking into the Validation assignment grid or closing the form.
• Editing a Validation Group
Select the appropriate group in the
list and make the appropriate changes
• Deleting a Validation Group
Select the appropriate group in the
list and click the delete button.
• Assigning a Validation Group to a Field
To assign a Validation
group to a field, select the appropriate field in the pick list in the Field
column of the grid, then select the appropriate validation group.
If the
selected field is an Asset or Action field, the Apply To columns and the Copy
Down columns are enabled. The Apply To column allows the user to apply the
Validation Group to a select Asset Type or Action Category (depending on the
field type). The Copy Down column allows the user to define set whether the
Validation Group is applicable to children of the selection in the Apply To
column.
• Removing a Validation Group Assignment
Select the row
containing the Validation Group Assignment and click the Delete button on the
right of the grid.