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, Unica Plan 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:
- 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.
- Click Delete to delete a rule (if it is not in use by any templates).
- Click a rule to update its rule file, or to change the name of
the rule.Note: If you attempt to overwrite an existing rules file, the system generates a warning.
Navigating to the Rules Definitions page
- Select Settings > Plan Settings.
- In the Other Options section, click Template Configuration.
- In the Templates Components section, click Rules.