Example: Implement Custom Validations on Awards
This example illustrates how to create custom validations for award creations.
You're the award contract specialist for Alma Mater University (USA). You want to ensure that an award sponsored by the federal agency National Institutes of Health always contains an assistance listing on the award header. You configure a custom validation to prevent users from creating or correcting an award when both the:
- Award sponsor is National Institutes of Health.
- Assistance Listingfield on the award header is blank.
- Security:Set Up: Custom Validationsdomain in the Common Financial Management and System functional areas.
- Configure these business processes and security policies in the Grants Management functional area:
- Award Correction Event
- Award Event
- Access theMaintain Custom Validationsreport.
- SelectAward Contract, and clickNew ValidationforCritical.
- In theDescriptionfield, enterFederal Sponsor with no Assistance Listing Number.
- In theRule Conditionsgrid, enter these values on the existing row:
Option Description And/OrAnd*Source External Field or Condition RuleSponsor*Relational Operatorin the selection listComparison TypeValue specified in this filterComparison ValueNational Institutes of Health - Add a row and enter these values:
Option Description And/OrAnd*Source External Field or Condition RuleAssistance Listing for AwardRelational Operatoris empty - ClickOKandDone.
When you try to create or correct an award with National Institutes of Health as the sponsor and no
Assistance Listing
selection on the award header, Workday displays an error message.You can create the same validation for amending an award by selecting
Award Amendment
on the Maintain Custom Validations
report.