dspTrack

Configure Logic Tags

Once a tag with a Logic tag type has been added, it can be further configured by adding rules and validations that will execute for any task assigned to the tag.

Validations are stored procedures or views that have been written and saved in a data source that is registered in the DSP®. A validation executes when an event occurs, and confirms that a process is valid. If the validation fails, processing stops. For example, a validation is registered to a Receive Email event. The validation confirms that an email received at a designated address has an attachment in a specified format. If the attachment is in a valid format, the validation passes and processing can continue. However, if the attachment is in an invalid format, the validation fails, and processing stops.

Rules are stored procedures that have been written and saved in a data source that is registered in the DSP®. A rule runs during a process to manipulate data, perform an extra step in the process, or finish a task the process starts. For example, a rule could dictate that once table A has been populated with 1000 rows of data, that data is archived in a table B and removed from table A.

NOTE: When a Work List Event rule or validation is added to a task using a tag, then the rule or validation can only be edited at the tag level (Configuration > Tag > Tag Type > Registrations > Rules or Validations).

To add a rule to the tag:

  1. Select Configuration > TagType in the Navigation pane.
  2. Click Tags for the Logic Tag Type.
  3. Click Registrations for the tag.

  4. Click Rules.

    NOTE: If no rules exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Work List Event Rules - Tag Registration page

  5. Enter a value in the PRIORITY field.

    NOTE: The rule runs in this order if multiple rules are assigned to the tag .

  6. Select the data source that contains the rule from the DATA SOURCE ID list box.

    NOTE: These options are data sources registered in Common. Refer to Register a Data Source in Common for more information.

  7. Select the rule in the RULE list box.

    NOTE: This rule must have been written and stored in the data source.

  8. Select the event that triggers the rule to run in the WORK LIST EVENT ID list box.

    NOTE: This option sets whether the rule runs when work on the task  begins or ends (i.e., when a user clicks Next Action on the Work List)

  9. Click the ACTIVE check box to disable it if the rule should not be run.
  10. Enter a comment about the rule in COMMENT field if necessary.  
  11. Click Save.

The rule will run for tasks assigned to this tag depending on the option selected in the WORK LIST EVENT ID list box.

Work List Event Rules can also be registered at the plan level, Work List Item level and Plan Task level.

Refer to Register Work List Event Rules for more information about viewing and editing all rules from one page, and about parameters that can be used in Work List Event Rules.

To add a validation to the tag:

  1. Select Configuration > Tag Type in the Navigation pane.
  2. Click Tags for the Logic Tag Type.
  3. Click Registrations for the tag.

  4. Click Validations.

    NOTE: If no validations exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Work List Event Validations - Tag Registration page

  5. Enter a value in the PRIORITY field.

    NOTE: The validation runs in this order if multiple validations are assigned to the tag .

  6. Select whether the validation is a Stored Procedure or a View in the VALIDATION TYPE list box.
  7. Click Save; the Vertical View displays.

  8. Select the data source that stores the view or stored procedure in the Data Source ID list box.

    NOTE: These options are data sources registered in Common. Refer to Register a Data Source in Common for more information.

  9. Select the name of the stored procedure or view from the Procedure/View list box.
  10. Select whether the validation runs when a task starts or ends in the Work List Event ID list box.

  11. Enter a brief message that will display to the user when the validation fails in the Validation Message box.

    NOTE: The message should provide information about what may have caused the error and potential solutions if applicable.

  12. Enter a detailed description of the validation in the Description box.

    NOTE: This description should contain notes about the validation that serve as a summary of the SQL code so that another user does not have to review the SQL code to understand the validation.

  13. Click Save.

The validation will run for the task assigned to this tag depending on the option selected in the WORK LIST EVENT ID list box.

Work List Event Validations can also be set at the Plan Task level, Work List Item level, and the plan level.

Refer to Register Work List Event Validations for more information about viewing and editing all validations from one page, and about parameters that can be used in Work List Event validations.

Refer to Assign a Tag to Tasks to continue with configuring Logic tags.