1 | Data Rules Introduction

This article covers an introduction to Data Rules and they can be accessed and managed on BackOffice. A Data Rule is a condition which must be met prior to saving a New Database record or updating an existing database record. This function allows Operators to either filter unnecessary information or to ensure that the required information is entered into the system. In Bepoz, Data Rules can be Added, Edited and Deleted according to Organization's needs which are covered by this article.

This article covers an introduction to Data Rules and they can be accessed and managed on BackOffice.

A Data Rule is a condition which must be met prior to saving a New Database record or updating an existing database record. This function allows Operators to either filter unnecessary information or to ensure that the required information is entered into the system.

In Bepoz, Data Rules can be Added, Edited and Deleted according to Organization's needs which are covered by this article.

Prerequisites

For an Operator to be able to access Data Rules, the 'Maintain Data Rules' flag within the General Settings of Operator Maintenance must be ticked ON

Accessing Data Rules

To access Data Rules, navigate to the System Setup component in the side menu of Backoffice and select Data Rules
It will open a Data Rules window which contains a number of buttons which can be used for Adding Data Rule, Editing Data Rule and Deleting Data Rule

Adding Data Rules

To add a new Data Rule, Click on the 'Add DataRule' button at the top of Menu Bar which will open the Base window

General Settings

Field	Description
Disable	If this flag is ticked On, the Data Rule will be inactive
Data Rule Name	Sets a name for the Data Rule
Ignore Groups	This applies to Classes that have Groups such as Product Groups, Account Groups etc. If this flag is enabled, Groups will be excluded relating to the Data Rule i.e. if it is a Data Rule for Operators, Operator Groups will be ignored for Data Rules To keep groups included for the Data Rule, this flag should be disabled
Rule is Optional	If this flag is enabled, the operators will be prompted with a Rule Violation but will have the ability to proceed anyway However, an audit will be logged in this case If this flag is disabled, operators cannot proceed until the rule is passed
Failed Prompt	This sets the message to be displayed when the rule is failed
Class Name	Sets a particular class to which the Data Rule will apply The list of Field Names will not generate until a Class Name has been selected
Field Name	This drop-down selector can be used to choose which field Name the Data Rule Qualifier and Rule Data will relate to These are generated based on the Class Name that has been selected
Qualifier	This drop-down selector can be used to choose how the Field Name will qualify to the Data Rule These options will change depending upon the Field Name that has been selected
Rule Data 1	This is a text field to input Data which will relate to Qualifier if necessary This field is case sensitive
Rule Data 2	This field can be used in conjunction with Rule data 1 if the Qualifier needs to use two Data fields i.e. length Between would require an upper and lower value
Filter 1	This field can be used to filter how Data Rule will be applied It has following options
Filter 2	This field works in conjunction with Filter 1 It is an AND field, not an OR field It has following options

Editing Data Rules

To edit Data Rules, Highlight the line and click on the 'Edit DataRule' button at the header
This will open the Data Rule Editing page from where operators can edit the existing Data Rules

Data Rule Example

In this example, a Data Rule has been created which requires Account Last name to be Added in the system
The Qualifier has been set as 'Length More Than' and the Rule Data 1 is set to '3'

After the rule has been Saved, any Account added in the system will require a Last Name that has more than 3 characters
i.e. If the Surname of the person is 'Mc', the system will not allow operators to Save the action

If more filters are applied to the Data Rule, it will be valid to only Accounts that fulfill the given criteria

Here, the rule will only apply to the Account Holders who live in NSW region

1 | Data Rules Introduction

Field

Description