1. To-Increase Dynamics 365 for Finance & Operations
  2. Data quality studio
  3. Set up data quality policies
  4. Set up data quality policy versions
  5. Set up validation rules

Set up validation rule of type Mandatory or Blank


Use validation rules to check if the data is in line with the defined standards.

To validate data, you can use several validation types. This topic explains how to set up validation rules of these types:
  • Mandatory: Makes it mandatory to fill the defined field.
  • Blank: Validates if no value is entered in a field.


Standard procedure

1. Click Data quality management.
2. On the Data quality policies tab, in the list, click the link of the desired data quality policy.
3. On the Validation rules tab, click Add.
 

Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK.
4. Define the table of the field which value must be validated.
  In the Table field, enter or select a value.
5. Define the field which value must be validated.
  In the Field field, enter or select a value.
6. In the Validation type field, select 'Mandatory' or 'Blank'.
7. Define when the validation rule is applied:
- Field: The validation rule is applied just before the standard field validation is done.
- Record: The validation rule is applied just before the standard record validation is done.
  In the Event field, select an option.
8. Define what is done if the validation rule is not met:
- Warning: A warning message is shown. The record or the field value is saved.
- Error: An error message is shown. The record or the field value is not saved.
  In the Warning/Error field, select an option.
 

Note: For each validation rule, you can define a message to be shown. If you do not define a validation rule message, a default message is shown.
9. Close the page.

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