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Validations window

Excel > CCH® Tagetik > Design > open form > select cell > Validation

Excel > CCH® Tagetik > Design > open form > open matrix > select row/column filter > (Properties grid) Validation >

Purpose of window

This window allows you to define the validation expression based on a validation check.

Window sections

Element Description
Validation check - Allows you to define the conditions of the validation expression.
Error message Allows you to set, in all system languages, the error message shown in case validation is impossible.
Validation performance rules The following options are available: - Blocking: if validation of the data is impossible, the system prevents it from being saved. If the option is not selected, the system shows a warning message and asks the user for confirmation before continuing. - Validation on save: in the data entry phase, validation is performed when the form is saved. - Validation on close: in the data entry phase, validation is performed when the form is closed. This option does not allow you to select the Blocking option.
Validation run mode in matrix Only shown during the definition of a matrix validation. Allows you to define the rows/columns on which to run the validation check.

Validation check details

Element Description
Operator - isTrue and isFalse: operator referring to a cell containing a Boolian or numeric value (0=false, <>0= true). - =, <>, >, >=, <, <= - Between (included between): defines a range of numerical, string or data values within which the insertions must fall. - IsEmpty: the validation is passed if the cell is empty. - IsNotEmpty: the validation is passed if the cell is not empty. - IsNumeric: the validation is passed if the cell contains a numerical value. - IsString: the validation is passed if the cell contains a text-based value. - IsInteger: the validation is passed if the cell contains a whole number. Any decimal figures introduced by copying and pasting will not be saved.
Type Defines the type of data on which to run the validation check. Is only required for some operators. The available options are: - Number - Body - Date
Reference value Defines the reference value to run the validation check.
Concatenation of several conditions Only with several conditions in the validation expression. Defines the relationship between the individual conditions. - AND - OR
Adds a condition to the validation expression.
Removes a condition from the validation expression.

Error message details

Element Description
s you to create a dictionary item for the error message.

Details of validation run mode in matrix

Only shown when the validation is defined on a property of a matrix row/column filter.

Element Description
The validation must be successful in all columns/rows Validation is run individually on every cell in the selected row/column and is only successful if the outcome is positive for all cells (there is an ‘AND’ relationship between the validations)
The validation must be successful in at least one column/row Validation is run individually on every cell in the selected row/column and is only successful if the outcome is positive for at least one of the cells (there is an ‘OR’ relationship between the validations).
The validation is performed by summing up the values of the formula in all columns/rows Validation is run on the sum of the values of all the cells in the selected row/column. This option is particularly useful when you want to define a condition on the total of a row/column without inserting a formula.

Buttons in the window

Element Description
OK Saves the validation.
Delete Only for matrix validations, this is used when the validation definition window is opened and a previously defined validation is present, allowing the user to delete it.