Set up validation rules

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

To validate data, you can use these validation types:

Mandatory: Makes it mandatory to fill a field.
Blank: Validates if no value is entered in a field.
Range expression: Validates if a field value is within a defined range.
Data pattern: Validates if a field value matches a data pattern.
Web service: Validates if a field value matches a value in another internal or external source, using a web service.
Configurable lookup: Adds a custom lookup to a field and validates if the field value matches a value as defined by the configurable lookup.
Custom: Validates a field value using a custom validation class.

For each validation rule, you can set up:

A validation message that is shown if the validation rule is not met.
Conditions to define the data to which the rule applies.

Activities

Name	Responsible	Description
Set up validation rule of type Mandatory or Blank	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 validation rules of these types: Mandatory: Makes it mandatory to fill the defined field. Blank: Validates if no value is entered in a field.
Set up validation rule of type Range expression	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 a validation rule of type Range expression. Use a range expression validation rule to validate if a field value is within a defined range. To define a range expression, you can use a: Fixed value or a range of values using the advanced query syntax. Static method that defines the range. For example, you can use the SysQueryRangeUtil class to apply advanced date queries. For more information on how to define ranges in the Range expression field, refer to Advanced filtering and query syntax.
Set up validation rule of type Data pattern	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 flow explains how to set up the Data pattern validation type. Use a data pattern validation to validate if a field value matches a defined pattern. Before you can set up a data pattern validation rule, set up the data pattern to be applied.
Set up validation rule of type Web service	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 Web service validation type. Use a web service validation to validate if a field value matches a value in another internal or external source, using a web service. Before you can set up a web service validation rule, set up the web service to be used.
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.
Set up validation rule of type Custom	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 Custom validation type. Use a custom validation to validate a field value using a custom validation class. Before you can set up a custom validation rule, ensure that the custom validation class is developed.
Set up validation rule message	Data quality administrator	You can define a message that is shown if the validation rule is not met. If no validation rule message is defined, the default message is shown if the validation is not met. In case of a data pattern validation, the applicable data pattern can also have a message defined. In this case, the message priority is: If a validation rule message is defined, this message is shown. If no validation rule message is defined, the data pattern message is shown. If no data pattern message is defined, the default message is shown. You can also enter a description of the validation rule. You can translate both the validation message and the validation rule description.
Set up validation rule conditions	Data quality administrator	For each validation rule, you can set up conditions. The validation rule is only applied if the conditions are met. To define a validation rule condition, you use a query. The validation rule is applied only to the records that are found by the query. You can use these types of queries: Inquiry: Use the standard D365 FO Inquiry (SysQueryForm) page to define the records to which the validation rule applies. The inquiry only queries the table as defined for the validation rule. Dynamic query: Use a dynamic query to define the records to which the validation rule applies. Before you can set up a condition with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the validation rule table, to define table relations, and to have only one record returned.

Activities

Name	Responsible	Description
Set up validation rule of type Mandatory or Blank	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 validation rules of these types: Mandatory: Makes it mandatory to fill the defined field. Blank: Validates if no value is entered in a field.
Set up validation rule of type Range expression	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 a validation rule of type Range expression. Use a range expression validation rule to validate if a field value is within a defined range. To define a range expression, you can use a: Fixed value or a range of values using the advanced query syntax. Static method that defines the range. For example, you can use the SysQueryRangeUtil class to apply advanced date queries. For more information on how to define ranges in the Range expression field, refer to Advanced filtering and query syntax.
Set up validation rule of type Data pattern	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 flow explains how to set up the Data pattern validation type. Use a data pattern validation to validate if a field value matches a defined pattern. Before you can set up a data pattern validation rule, set up the data pattern to be applied.
Set up validation rule of type Web service	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 Web service validation type. Use a web service validation to validate if a field value matches a value in another internal or external source, using a web service. Before you can set up a web service validation rule, set up the web service to be used.
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.
Set up validation rule of type Custom	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 Custom validation type. Use a custom validation to validate a field value using a custom validation class. Before you can set up a custom validation rule, ensure that the custom validation class is developed.
Set up validation rule message	Data quality administrator	You can define a message that is shown if the validation rule is not met. If no validation rule message is defined, the default message is shown if the validation is not met. In case of a data pattern validation, the applicable data pattern can also have a message defined. In this case, the message priority is: If a validation rule message is defined, this message is shown. If no validation rule message is defined, the data pattern message is shown. If no data pattern message is defined, the default message is shown. You can also enter a description of the validation rule. You can translate both the validation message and the validation rule description.
Set up validation rule conditions	Data quality administrator	For each validation rule, you can set up conditions. The validation rule is only applied if the conditions are met. To define a validation rule condition, you use a query. The validation rule is applied only to the records that are found by the query. You can use these types of queries: Inquiry: Use the standard D365 FO Inquiry (SysQueryForm) page to define the records to which the validation rule applies. The inquiry only queries the table as defined for the validation rule. Dynamic query: Use a dynamic query to define the records to which the validation rule applies. Before you can set up a condition with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the validation rule table, to define table relations, and to have only one record returned.

Related to	Notes
Apply data quality rules on entering or updating a record
Apply data quality rules on data import with Connectivity studio
Set up validation rules

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