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  • Reference 360 SaaS
  • All Products

Table of Contents

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  1. Preface
  2. Introducing Reference 360
  3. Getting started with Reference 360
  4. Manage system reference data
  5. Manage reference data sets
  6. Manage code lists
  7. Manage code values
  8. Manage crosswalks
  9. Import data
  10. Manage hierarchies
  11. Manage attributes
  12. Manage workflows
  13. Manage jobs
  14. Reference 360 REST API
  15. Glossary

Reference 360

Reference 360

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Add basic rule associations

Add basic rule associations

You can add basic rule associations for code list attributes. When users add or edit code values in a code list that does not meet the business standards, they receive inline validation errors.
  1. Open a code list.
  2. Click
    Definition
    .
    The
    Definition
     tab opens.
  3. In the
    Attributes
     section, select the attribute to add a rule.
    The
    Attribute Details
     panel displays the details of the attribute on the
    Details
     tab.
  4. On the
    Basic Rules
     tab, click the
    Add
     icon.
    A form appears.
  5. In the
    General
     section, enter a unique name for the rule association.
  6. Optionally, enter a description.
  7. On the
    Condition
     tab, perform the following tasks:
    1. Select a function.
    2. For the input field, select an option from the list.
    3. If you select
      Select a Field
      , select an attribute from the list.
    4. If you select
      Enter a Value
      , type a value for validation.
  8. If you select a validation function, on the
    Validation
     tab, enter an error message or use the default validation message to display when the validation fails.
  9. To verify the created rule, perform the following tasks:
    1. Click
      Test
      .
      The
      Test
       dialog box appears.
    2. Enter values in the
      Input
       column, and click
      Run
      .
      The validation result appears in the
      Output
       column.
    3. Click
      Reset
       to reset the values in the
      Input
       and
      Output
       columns.
    4. Click
      Close
      .
  10. Click
    Save
    .
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