Validation Rules

[chelm1017]

When creating a validation rule does it matter which comparison configuration/event you select? We currently have a validation rule with a "entry submit" event that I've been told it was set up that way due to the daily meal CAP rates we have in place. I want to change the event to "entry save" but don't want to mess anything up.

We have validation rules that have hard-stops that clear when submitting the report which is very confusing to the employees. I want the error to clear when they save the entry line item.

[PoojaKumatkar · Accepted solution]

Hi @chelm1017 ,

There isn't much difference, Its just Entry Submit trigger rule when the expense is submitted and occurs before Report Submit events.

However, you can still modify the event using the following steps:

• Deactivate the existing rule.
• Copy the original rule, change the event to "Entry Save", and replicate all the conditions exactly as they were in the deactivated rule. Then save it. Activate the rule. (Open deactivated rule in new window and then write conditions into copied rule)

After this, the rule should function as before, and the error message will be triggered when saving the expense entry.

Note - Please DO NOT delete original rule. 

If this answers your query, then please mark solution as accepted.

[chelm1017]

Thank you!!