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Administrator Guide
Last Updated: 2024-09-20
Create Case Validations

Create Case Validations

Security:
Set Up: Custom Validations
 in the System functional area.
You can create custom case validations with a severity of
Critical
 that require case solvers to complete specific fields before resolving a case.
Based on the rule conditions in your case validation, Workday
  • Prevents case solvers from resolving a case until they enter values for the required fields.
  • Displays an error message to case solvers that displays the required fields to resolve a case.
Case validations only support the
Critical
 severity.
  1. Access the
    Maintain Custom Validations
     report.
  2. Select the
    Case
     transaction type.
  3. Click
    New Validation
     to create a new case validation.
  4. Enter a description for the case validation rule.
  5. Add one or more rule conditions.
    As you complete the task, 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.
    Source External Field or Condition Rule
    The field or condition rule you select as the source determines which other options are available.
    Example: The
    Case Assignee
     report field
    Relational Operator
    These options depend on the data type.
    Example:
    is empty
    Comparison Value
    Based on the
    Comparison Type
    , select a comparison field or enter a value to compare to the source.
  6. Click
    OK
    .
When attempting to resolve a case without completing the required fields, case solvers now receive an error message that prevents them from resolving a case.