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Administrator Guide
Last Updated: 2024-09-20
Set Up Custom Validation Severity and Conditions in AP&C

Set Up Custom Validation Severity and Conditions in AP&C

Security:
Set Up: Custom Validations
 domain in the Common Financial Management functional area.
Create condition rules in Adaptive Planning and Consolidation (AP&C) to have Workday generate errors or warnings during transaction validation.
  1. Access the
    Maintain Custom Validations
     report.
  2. Select the type of transaction.
  3. Click
    New Validation
    .
    As you select the
    Severity
     level, consider:
    Option Description
    Critical
    Prevents workers from submitting an invalid transaction.
    Warning
    Alerts workers but doesn't prevent transaction submission and approval.
  4. As you complete the task, consider:
    Option Description
    Description
    The message Workday displays to workers when you don't configure a validation message.
    Category
    Assigning a category makes the validation rule easier to find later. You can create
    Custom Validation Rule
     categories using the
    Maintain Condition Rule Categories
     task.
    Derived Logic
    The statement that you’ve defined through the rule conditions. The field displays:
    • Existing statements.
    • New statements after you define and save them.
    Copy Condition from Rule
    You can copy and modify an existing validation rule to create a new one.
  5. As you complete the
    Rule Conditions
    , consider:
    Option Description
    And / Or
    When 2 or more statements exist in the expression, set this condition to control how the statements relate to each other.
    ( )
    Use parentheses for 3 or more statements and a combination of
    And
     and
    Or
     conditions.
    Example:
    (A and B) or C
    .
    Source External Field or Condition Rule
    The field or condition rule you select as the source determines which other options are available.
    Relational Operator
    These options depend on the data type.
    Comparison Value
    Based on the
    Comparison Type
    , select a comparison field or enter a value to compare to the source.
  6. (Optional) Select
    Test Validations
     to test the custom validation performance.
    Specify an existing transaction to test the validation on.
    Workday doesn't support testing for the benefits transactions types.
Write custom validation messages.