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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

Guidelines for basic rule associations

Guidelines for basic rule associations

Consider the following guidelines when you define basic rule associations:
  • When you configure a basic rule association for a reference data field or a field that uses a reference data field, the rule displays only the code field of the referenced code value.
  • When you configure a basic rule association for the Code field, ensure that the rule output doesn't include leading or trailing spaces. For example, to concatenate two fields that include leading and trailing spaces, configure basic rule associations, such as left trim and right trim, to eliminate these spaces.
  • When you import code values in to a code list, date fields that you might use in a concatenate rule for the Code attribute must be in the YYYY-MM-DD format.
  • After you configure a basic rule association with a transformation function for the code field, if you import code values, calculate the rule execution result and provide values for the Code field. Ensure that the values you provide don't mismatch with the values the rule generates.
  • Basic rule associations with external validation functions validate the code values that you add or update through the user interface and REST API.

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