Cross-Validation Rules Permissions and Settings

Overview

This article walks through the Cross-Validation Rule permissions and system settings.

Permissions

The following permissions apply to Cross-Validation Rules:

Name
Description
Netgain Tools Cross-Validation Rules
This controls access to view and create Cross-Validation Rule Records
Netgain Tools Rule FilterThis controls the ability to set Filters on Cross-Validation Rules
Netgain Tools Rule RequirementThis controls the ability to set Requirements on Cross-Validation Rules
Netgain Tools Rule ReportThis controls access to view the Cross-Validation Rule Report
  • To configure permissions, navigate to Setup > Users/Roles > Manage Roles.
  • Click Edit next to the role that requires updating.
  • The role record and its associated details will open and appear similar to the example below:

  • Under the Permissions subtab, select Custom Record and add the permissions with the appropriate access level (e.g., Full, Edit, View) based on the desired role capabilities.
    • Netgain Tools Cross-Validation Rules - Controls access to view and create Cross-Validation Rule Records.
    • Netgain Tools Rule Filter - Controls the ability to set Filters on Cross-Validation Rules
    • Netgain Tools Rule Requirement - Controls the ability to set Requirements on Cross-Validation Rules
    • Netgain Tools Rule Report - Controls access to view the Cross-Validation Rule Report
  • After the role has been updated with the required permissions and access levels, Save the changes to apply them.

Settings

In most cases, the default system settings are sufficient. You can find the settings under Netgain > Setup > System Setup > Cross-Validation Rules.

SettingDescriptionExample
Cross-Validation Rules Max Lines for ExecutionThis is the maximum number of lines that a transaction can have before it is considered too large to be executed by the cross-validation rules script. If the transaction has more lines than this number, the cross-validation rules script will not be executed. By default, this will be empty.100
Cross-Validation Rules Run on TypeSelecting an execution type sets the cross-validation rules script to only trigger if executed by one of the selected types. Selecting "User Interface" will set the cross-validation rules script to only run if triggered through the user interface. If there are no selections made, the cross-validation rules script will run normally. See warnings below.User Interface, Suitelet, CSV Import
Disable Client-Side Cross-ValidationPrevent-mode rules run a client-side check so that, when a save is blocked, the values entered on the transaction are retained and the user can correct the flagged field without rebuilding the transaction. This behavior is on by default and requires no setup. Enable this setting to turn the client-side check off and validate on the server only. Rules are still enforced, but a blocked save will not retain the values the user entered.Unchecked (default)




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