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 the Configurable lookup validation type.

Use a configurable lookup validation to add a custom lookup to a field and to validate if the field value matches a value as defined by the configurable lookup.

Note: If the field, to which the configurable lookup is applied, already has a lookup, the configurable lookup overwrites the existing lookup.

Before you can set up a configurable lookup validation rule, set up the configurable lookup to be used.


Data quality administrator Data quality administrator Start Start Configurable lookup  exists? Configurable lookup  exists? Set up configurable lookup

Set up configurable lookup

You can set up a configurable lookup to define the possible options in a field.

You can define the possible options for a configurable lookup in these ways:

  • User defined list: Set up the desired options manually.
  • Dynamic query: Apply a dynamic query to define the desired options.

To apply a configurable lookup, set up a validation rule of type Configurable lookup. You can use a configurable lookup on several validation rules.

This topic explains how to set up a configurable lookup.

Set up validation rule of type Configurable lookup Set up validation rule of type Configurable lookup 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 the Configurable lookup validation type. Use a configurable lookup validation to add a custom lookup to a field and to validate if the field value matches a value as defined by the configurable lookup. Note: If the field, to which the configurable lookup is applied, already has a lookup, the configurable lookup overwrites the existing lookup. Before you can set up a configurable lookup validation rule, set up the configurable lookup to be used. 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. In the Table field, enter or select a value. 5. In the Field field, enter or select a value. 6. In the Validation type field, select 'Configurable lookup'. 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. Note: The configurable lookup is added to the field when the page is opened. 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. - No validation: Only the configurable lookup is added to the field. No validation is done. Example: You can use the configurable lookup to show a list with often-used values for the field. However, you can enter other values as well. 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, in case of a warning or error, a default message is shown. 9. Sub-task: Set the validation rule properties. 10. In the Configurable lookup field, enter or select the desired configurable lookup. 11. Close the page. End End No Yes

Activities

Name Responsible Description

Set up configurable lookup

Data quality administrator

You can set up a configurable lookup to define the possible options in a field.

You can define the possible options for a configurable lookup in these ways:

  • User defined list: Set up the desired options manually.
  • Dynamic query: Apply a dynamic query to define the desired options.

To apply a configurable lookup, set up a validation rule of type Configurable lookup. You can use a configurable lookup on several validation rules.

This topic explains how to set up a configurable lookup.

Set up validation rule of type Configurable lookup

Data quality administrator

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 the Configurable lookup validation type.

Use a configurable lookup validation to add a custom lookup to a field and to validate if the field value matches a value as defined by the configurable lookup.

Note: If the field, to which the configurable lookup is applied, already has a lookup, the configurable lookup overwrites the existing lookup.

Before you can set up a configurable lookup validation rule, set up the configurable lookup to be used.

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