audit rule cost object question

[dxh798]

If i have a 15 digit number and i know that the first 2 numbers of the object will define the type of object,  will an audit rule take a value of 12, 13,14,15?  Is there formatting Like or contains availabe? or formatting 12%, 13%, or 12xxxxxxxxxxx, 13xxxxxxxxxxx.  Can this be done in an audit rule?

We are trying to build an exception rule where multiple cost object equals anything starting with a range of numbers 12,13,14,15 and so on for an exception to build that out to workflow. 

thanks

Dawn 

[PoojaKumatkar]

Hi @dxh798 ,

May I know what is your exact workflow requirement? If you could explain with the help of some example that how you are expecting to work your workflow then it would be easy for us to understand the requirement.

Regarding your question related to audit rule, we don't have any operator with the help of which we can check cost object begins with 12,13,14,15 etc. You need to always write full cost object id/code then only audit rule work.

Alternatively, if my understanding is correct about your requirement then you want to generate the exception if user selects any cost object from list of 100 specific cost object (could by anything which starts with either 12/13/14/15 etc.)

To achieve this, alternative workaround is to use validation table/rule where you need to list down all those cost object ids and generate exception. So whenever user will select any such cost object id which is available in your list, system will generate exception msg. 

If needed then you can use that exception in your workflow. 

Note - if you use validation table then it includes maintanence activity whenever new cost object id gets added in the system and need to be part of that validation table to generate exception. 

OR

You can use list validation rule as well. For that instead of validation table, you need to create validation list in list management with those specific cost object ids and use that list in validation rule. While writing conditions you need to select list validation instead of field validation.

Note - Requires maintanence activity as explained in above note section.

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

[dxh798]

Pooja, 

Thank you for the response,  one more to build upon this question,  if i do a list import that list would be the cost objects that i need to isolate but the list will not be displayed to the user. That list would be for me to do a compare based on what the user selected on the report header from the list of all our thousands of cost centers and IO's. I'm not familiar with the validation rules. Can i do a do a compare for example does this cost object selected from the report header exist in the list to create my exception to use in workflow?

thanks

Dawn 

[KevinD]

@dxh798 So, you want one list that the users can choose from that contain all cost centers and IOs and then another list just for you that is the list of "isolated" cost centers and IOs? 

The audit rule conditions do not allow for wildcards, however I was playing around and noticed that there is an option in the conditions for Begins with. So, if your Cost Centers are simply numbers, you might be able to use this option. I know when you do list set up you enter a Name and Code, but if your name happens to also be the code, this could work. Look at my screenshot below. For your scenario, you would need three additional conditions that say begins with 13, begins with 14 and begins with 15. Each would be separated using the "Or" operator. 

You could easily test this out if you have a test group set up. Create the rule and have it apply to the test group only. Anyway, let me know if you try it out and if you do, I want to hear if it works or not.

[dxh798]

Kevin, 

I would love to use (Begins with) but our chartfield connected list has both name and number. So i would need to isolate the few hundred thousand cost objects in a list or validation table import in concur just to do the compare. 

The end users will never see the list it's only for the comparison so that i can generate the exception to use in workflow to route to a processor queue. This is a lot of work just to do a comparison. But thank you for the response i'm open to any and all suggestions. I'm going to work on testing the other suggestion here in our test environment. 

thank you 

Dawn 

[PoojaKumatkar]

Hi @dxh798 ,

Yes, your understanding is correct. List will be only used for comparison purposes and it not be visible to the users as we are not adding this list to any forms and fields.

Note - Maintenance activity required for any future new cost objects if needs to be added in list. 

Just for your easy understanding purposes I'm sharing some sample testing screenshots:

1. in List management - > Created sample list which i want to compare with the actual cost center list.

2. Go to Audit Rules >> validation tab

Testing Result:

Scenario 1: If user selected cost center is from list validation, system will trigger warning message.

Scenario 2: If user selected cost center is OTHER than list validation, system will NOT trigger warning message.

Warning disappeared.

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

[dxh798]

This is exactly what i'm looking for! I'm going to go and do some light reading on the list import as our list of isolated Cost Objects is probably a few hundred thousand. I do understand this would be a nightly import to update that list as our object will change. 

thank you 

Dawn 

[PoojaKumatkar]

Hi @dxh798 ,

If your query is answered then can you please mark solution as accepted, so that other fellow community members can refer to it in future if they have similar requirements.🙂