Overview

Editor

You can create new rules on this screen. The screen is broken down into 6 parts.

Details

The name and description are used to identify and describe the rule in a user friendly way. The name is used in messages and lookups too quickly identify the rule. The description can be used to describe what the rule will do.

Target1, 2 and Actual

These 3 editors are mostly the same. They are broken down into three values. The name is a textual indication of what the value represents. It will be used when generating validation messages. The data type is the type of data we expect from this value. The used types are numeric, text and date. The last editor 'Query' is where the actual query is entered. Here you can enter a custom query that will be executed when the validation runs. The queries must return one value and the type of value must match with the selected data type above. Do note that the three values do not need to have the same data types.

When the document is saved, the queries are evaluated and checked if the result they produce matches the type and format the application expects.

Detail query

This section is used to setup the detail query. The detail query should match the selection of the actual query without the need too aggregate the data. This will allow the user to quickly see what data is affected by this validation. The query contains the query that will be used to present the detail information to the user. This should contain the following values from the temporary loans table: PID_Loan and Process. In case these are not available or if they are renamed the correct column names can be entered into the load id column and selection column. The visible column editor allows you to specify which of the columns in the selection will be visible by default. If non are entered, no columns will be visible by default and the editor will need to be configured using the column chooser. You can use the button Test detail query in the top bar to quickly run and preview the detail query.

At this time, the load id and selection column names need to be entered into the two boxes or the selection system will not work.

Expression editor

You can specify the expression used to validate the data. You can type the expression or use the helpers below. The three values (Target1, 2 and Actual) can be found in the columns section. There is one rule for the expression editor. The result of the expression must always be a boolean value (true/false). When saving the rule, the system will validate this. You can also use the button test expression to quickly check if the entered expression is valid and return the correct type.