Steps to create Validation Rule in Gen2

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How to setup validation rule for users?

(Originally posted by peabodyenterprises)
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Posted 3 years ago

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Hi,

Thank you for using Replicon Community.

Steps to create validation rules & assigning them to users are provided below:-

1. Log into Replicon with administrative rights.
2. Select 'Administration' from the top menu.
3. In the 'Timesheet Setup' column, select 'Validation Rules' from the side menu.
4. To add a new rule, select the 'Add' button.
5. Fill in the Name and the Description and Click on Add on the “Edit Validation Rule” screen.
6. In the “Add New Condition ” screen the ‘Conditions’ should be set then click “OK” and “Save”.

If you are creating a Timesheet Period condition, you can choose to create either a fixed rule or a custom formula.

In a custom formula, the maximum or minimum hours a user must enter in their timesheet is based on a formula that includes their total weekdays, work days, weekly days off, and/or holidays in the timesheet period. Therefore, the maximum or minimum value may change from one timesheet period to the next, and from one user to the next.

To create a custom Timesheet Period condition:

Select the + icon. The formula edit field will display.

Enter a formula by adding fields and operators (for example, +, -, *, and /).

[Refer to the document attached to find the Fields you may use to create a custom formula.]

You can add fields by typing their names into the formula field or by placing your cursor in the position where you would like the field to display, and clicking the field name.

The next step would be to associate this validation rule to the User.

Follow the steps given below:

1. Log into Replicon with administrative rights.
2. Select 'Administration' from the top menu.
3. From the side menu, under Shortcuts, click on Users
4. Now, edit the user profile (who needs to be configured with the Validation rule created in the system)
5. Click 'Advanced'
6. In the 'Other' section, go to Timesheet Validation Rule.
7. Click on 'Add Validation Rule'
8. Enter the Start and the End date which is optional.
9. Select the 'Timesheet Validation Rule' from the drop down.
10. Click 'Done'
11. Click 'Save'.

Thanks,
Lingaraj




(Originally posted by Lingaraj Dharwad)