About data validation rules
Rules are a set of data validation functions that you define in an XML file, then import and associate with a form. If a form has an associated set of data validation rules, Marketing Operations applies them automatically when users enter data for a marketing object instance. For more information on how to set up data validation rules, see Grid validation.
On the Rules Definitions page you can:
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Click Add Rules Definition to load an XML rules definition file.
After you add a rule, you link it to tabs that collect data using a grid-style form: Edit the template and click the Tabs tab. For details, see Template Tabs tab for customizing the user interface.
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Click Delete to delete a rule (if it is not in use by any templates).
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Click a rule to update its rule file, or to change the name of the rule.
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If you attempt to overwrite an existing rules file, the system generates a warning.
To navigate to the Rules Definitions page
1.
Select Settings > Marketing Operations Settings.
2.
In the Other Options section, click Template Configuration.
3.
In the Templates Components section, click Rules.
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