Excel Integration Client-Side Validation

Introduction

Client-side validation will be implemented as Excel formulas and maps, assigned to validation cell properties.

Column Descriptions

Descriptions of columns used in the tables below:

  1. Field - The field name from the Header Structure

  2. Type - The field type/format validation that should be applied

  3. Req. - Is a value for the field required?

  4. RO - Is the field read-only, e.g. the user cannot edit the field

  5. Size - For fields of type text the maximum number of characters

  6. Validation/Notes - Validation rules of other notes

Field Types

Explanation of the field types values:

  1. date - Date. Format is dd.mm.yy

  2. float - Floating point number. Format is 9.9

  3. integer - Integer value. Format is 9

  4. menu - Values determined by menu contents

  5. text - Text field, with maximum length

Records

Document

Rev-A Vorabzug

Rev-B zur Freigabe

Rev-C gut zur Ausführung / freigegeben

User Defined Fields

Workflow Validation

Rev-A Vorabzug

Erstellen (design)

Workflow Steps

Validation Rules

  1. Field: revAErstellIst (design complete date)

    • required if revAStellungIst (next step) is set

    • <= today

    • <= revAStellungIst (next step), which may not be set

  2. Field: revAErstellWer (design responsible id)

    • required if revAErstellIst (this step) is set

Stellungnahme (check)

Workflow Steps

Validation Rules

  1. Field: revAStellungIst (check complete date)

    • cannot be set if revAErstellIst (prev step) is not set

    • required if revABereinIst (next step) is set

    • <= today

    • >= revAErstellIst (prev step)

    • <= revABereinIst (next step), which may not be set

  2. Field: revAStellungWer (check responsible id)

    • required if revAStellungIst (this step) is set

  3. Field: revAStellungStatus (check status)

    • if revAStellungIst (this step) is not set --> offen (open)

    • if revAStellungIst (this step) is set --> one of:

      • keine Bemerkungen (approved)

      • Bemerkungen einarbeiten (approved with comments)

Bereinigung (approve)

Workflow Steps

Validation Rules

  1. Field: revABereinIst (approve complete date)

    • cannot be set if revAStellungIst (prev step) is not set

    • required if revBErstellIst (next step) is set

    • <= today

    • >= revAStellungIst (prev step)

    • <= revBErstellIst (next step), which may not be set

  2. Field: revABereinWer (approve responsible id)

    • required if revABereinIst (this step) is set

  3. Field: revABereinStatus (approve status)

    • if revABereinIst (this step) is not set --> offen (open)

    • if revABereinIst (this step) is set --> bereinigt (approved)

Rev-B zur Freigabe

Erstellen (design)

Workflow Steps

Validation Rules

  1. Field: revBErstellIst (design complete date)

    • cannot be set if revABereinIst (prev step) is not set

    • required if revBPruefIst (next step) is set

    • <= today

    • if revBVorabzugFlag then

      • >= revABereinIst (prev step), which may not be set

    • <= revBPruefIst (next step), which may not be set

  2. Field: revBErstellWer (design responsible id)

    • required if revBErstellIst (this step) is set

Prüfbericht (check)

Workflow Steps

Validation Rules

  1. Field: revBPruefIst (check complete date)

    • cannot be set if revBErstellIst (prev step) is not set

    • required if revBFreiIst (next step) is set

    • <= today

    • >= revBErstellIst (prev step)

    • <= revBFreiIst (next step), which may not be set

  2. Field: revBPruefWer (check responsible id)

    • required if revBPruefIst (this step) is set

  3. Field: revBPruefStatus (check status)

    • if revBPruefIst (this step) is not set --> offen (open)

    • if revBPruefIst (this step) is set --> Prüfbericht erstellt (approved)

Freigabe (approve)

Workflow Steps

Validation Rules

  1. Field: revBFreiIst (approve complete date)

    • cannot be set if revBPruefIst (prev step) is not set

    • required if revCVersandIst (next step) is set

    • <= today

    • >= revBPruefIst (prev step)

    • <= revCVersandIst (next step), which may not be set

  2. Field: revBFreiWer (approve responsible id)

    • required if revBFreiIst (this step) is set

  3. Field: revBFreiStatus (approve status)

    • if revBFreiIst (this step) is not set --> offen (open)

    • if revBFreiIst (this step) is set --> one of:

      • Keine freigabe (rejected)

      • ohne Berkungen (approved)

      • mit Berkungen (approved with comments)

Rev-C gut zur Ausführung / freigegeben

Versand (design)

Workflow Steps

Validation Rules

  1. Field: revCVersandIst (design complete date)

    • cannot be set if revBFreiIst (prev step) is not set

    • cannot be set if revBFreiIst (prev step) is set to Keine Freigabe (rejected)

    • required if revCErhaltenIst (next step) is set

    • <= today

    • >= revBFreiIst (prev step), which may not be set

    • <= revCErhaltenIst (next step), which may not be set

  2. Field: revCVersandWer (design responsible id)

    • required if revCVersandIst (this step) is set

erhalten (check)

Workflow Steps

Validation Rules

  1. Field: revCErhaltenIst (check complete date)

    • cannot be set if revCVersandIst (prev step) is not set

    • required if revCUebergebenIst (next step) is set

    • <= today

    • >= revCVersandIst (prev step)

    • <= revCUebergebenIst (next step), which may not be set

  2. Field: revCErhaltenWer (check responsible id)

    • required if revCErhaltenIst (this step) is set

  3. Field: revCErhaltenStatus (check status)

    • if revCErhaltenIst (this step) is not set --> offen (open)

    • if revCErhaltenIst (this step) is set --> erhalten (approved)

übergeben (approve)

Workflow Steps

Validation Rules

  1. Field: revCUebergebenIst (approve complete date)

    • cannot be set if revCErhaltenIst (prev step) is not set

    • <= today

    • >= revCErhaltenIst (prev step)

  2. Field: revCUebergebenWer (approve responsible id)

    • required if revCUebergebenIst (this step) is set

  3. Field: revCUebergebenStatus (approve status)

    • if revCUebergebenIst (this step) is not set --> offen (open)

    • if revCUebergebenIst (this step) is set --> erfolgt (approved)

ExcelIntegrationValidation (last edited 2011-05-10 14:40:36 by alan)

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