Custom Data Validation TEC07

1. Matt Mastrangelo Custom Data ValidationTEC07

2. Agenda • Overview • Defining validation rules • Validation expression syntax • Exercises • Working with data • Exercises • Feature roadmap • Questions

3. Agenda • Overview • Defining validation rules • Validation expression syntax • Exercises • Working with data • Exercises • Feature roadmap • Questions

4. Validation rules allow ongoing maintenance of data quality. • Your own business rules can be enforced. • You can provide tailored error messages to users. • Rules are defined in a flexible expression language.

5. The result is a more streamlined reporting process. • You don’t have to wait until reporting time to fix problems. • Users can be required to enter data the right way. • Identifying and fixing problems is easier.

6. Agenda • Overview • Defining validation rules • Validation expression syntax • Exercises • Working with data • Exercises • Feature roadmap • Questions

7. Rules are attached to the Data Dictionary. • Rules are attached to tables. • You can set up rules to be enforced when records are saved. • If a rule is violated, the user is presented with a custom error message.

8. Rule Components

9. Agenda • Overview • Defining validation rules • Validation expression syntax • Exercises • Working with data • Exercises • Feature roadmap • Questions

10. Expression examples – in plain English • “Active Special Education students must have a valid Educational Environment code.” • “Students whose names start with A-L must have Mr. Smith as their guidance counselor, except students in homerooom125.” • “Special education students cannot receive an out-of-school suspension.”

11. Expression Structure {f:stdEnrStatus} = {Active} left token operator right token

12. Expression Structure Basic {a:DOE 12} = {Active} Complex {a:DOE 12} = {Active} & {f:stdGradeLevel} != {09} More Complex {f:stdGradeLevel} != {09} & ({a:DOE 12 = {Active} | {a:DOE 12} = {Graduated})

13. Agenda • Overview • Defining validation rules • Validation expression syntax • Exercises • Working with data • Exercises • Feature roadmap • Questions

14. Agenda • Overview • Defining validation rules • Validation expression syntax • Exercises • Working with data • Exercises • Feature roadmap • Questions

15. Rules can be enforced in two ways • When records are saved, users receive error messages. • By using the Validate Records option. • Tip: Disabled rules are not validated on save, but can still be checked using the Validate Records option.

16. Agenda • Overview • Defining validation rules • Validation expression syntax • Exercises • Working with data • Exercises • Feature roadmap • Questions

17. Agenda • Overview • Defining validation rules • Validation expression syntax • Exercises • Working with data • Exercises • Feature roadmap • Questions

18. Enhancement Ideas • Query-based rules • Procedure-based rules • Incorporate into a validation report than can be periodically scheduled • Check rules before clicking Save • Expression content-assist and syntax highlighting • Allow privilege-based overrides

19. Agenda • Overview • Defining validation rules • Validation expression syntax • Exercises • Working with data • Exercises • Feature roadmap • Questions

20. Thank you. mmastrangelo@x2dev.com