dspTrack

Register Work List Event Validations for a Work List Item

On the Work List Setup page, Work List Items and Plan Tasks display. A Work List Event Validation can be added to a Work List Item using the Validations icon on this page.

Work List Event Validations can also be set at the Plan Task level, the tag 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.

NOTE: A Work List Event Validation cannot be added to a Plan Task using this page. if a user selects Validations for a Plan Task on the Work List Setup page, the Work List Event Validations Work List Setup Task page displays. This page is read only and displays information about Work List Event Validations for Plan Tasks, which can only be added on the Work List Event Validation – Plan Task page (Project > Plans > Tasks> Validations).

Validations are stored procedures or views that have been written and saved in a data source that is registered in the DSP® prior to adding the Work List Event Validation to a plan, Plan Task or Work List Item.

For example, if a validation registered to a Start event fails, then work on the task cannot begin until the error is corrected and the validation runs successfully.

NOTE: When a Work List Event Validation is added to a Plan Task using a tag, then the validation cannot be edited at the Plan Task level, on the Work List Event Validations All page (Configuration > Work List Event Validations) or on the Work List Event Validations All page (Configuration > Work List Event Validations). Validations added using a tag can only be edited at the tag level (Tag > Tag Type > Registrations > Validations). Refer to Configure Logic Tags for more information.

To add a Work List Event Validation to a Work List Item:

  1. Select Configuration > Work List in the Navigation pane.

  2. Click Validations for a Work List Item.

    NOTE: If Validations is clicked when a Plan Task is selected, the Work List Event Validations Work List Setup Task page displays.

  3. Enter a value in PRIORITY field.

    NOTE: This value determines the order the validation runs.

  4. Select whether the validation is a Stored Procedure or a View in the VALIDATIONTYPE list box.
  5. Click Save; the Vertical View displays.

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

    NOTE: This data source must be registered in Common. Refer to Register a Data Source in Common for more information..

  7. Select the name of the stored procedure or view from the Procedure/View list box.

    NOTE: The name that displays for this field depends on the selection made in the VALIDATION TYPE list box on the Horizontal View.

  8. Select whether the validation runs when the Work List Item starts or ends in the Work List Event ID list box.

    NOTE: Values are:

    • Finish – The validation runs when a user completes the Work List Item. To complete work, on the Work List, click Next Action when the task’s status is In Progress.
    • Start – The validation runs when a user starts work on the Work List Item. To start work, on the Work List, click Next Action when the task’s status is Ready.

  9. Click the ACTIVE check box to disable it, if necessary.

    NOTE: If a validation is inactive, the validation does not run.

  10. Enter a brief message in the ValidationMessage box that will display to the user if the validation fails for the Work List Item.

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

  11. 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.

  12. Click Save.

The validation will run for the Work List Item depending on the option selected in the WORK LIST EVENT ID list box.