Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-09-20
Steps: Set Up Custom Validations in AP&C

Steps: Set Up Custom Validations in AP&C

Security:
Business Process Administration
 domain in the System functional area.
You can use custom validations in Adaptive Planning and Consolidation (AP&C) to help workers identify transaction issues. The custom validations you can create varies by transaction type. Create custom validations to:
  • Alert transaction approvers to conditions that need additional review.
  • Display warning or error messages when workers create a transaction that meets the conditions for the validation.
  • Prevent workers from submitting invalid transactions until they resolve an error.
  1. (Optional) Access the
    Maintain Condition Rule Categories
     task.
    To organize your custom validation rules, define the condition rule categories by selecting the
    Custom Validation Rule
     option.
You can use Object Transporter (OX) to migrate custom validations from 1 tenant to another. Example: You can test custom validations in your Sandbox tenant, then migrate them to your Production tenant.