[Solved] Validation, Property or Value from Search

Hi @karl-lausten,

In the Validation module, when using Advanced Configuration mode, you can choose whether to set a condition on:

• the source property,

• a property on an object found via Vault Search,

• properties on specified objects, or

• properties from a reference.

You can find all the available options in the Value from field:

Dynamic values used in the condition are taken from the same object as the property being checked, which is where the configuration can become a bit tricky. There are two ways to set this up with similar logic: one uses Vault Search, and the other uses the Specify option.

Since you’ve already configured the Vault Search, let me guide you through the rest. Besides searching, Vault Search can also act as an additional filter that allows a rule to execute only if the search returns results:

If you configure Vault Search to find Customer objects with the same CustomerNo and set the Search result type to Any (the default), the rest of the rule will execute only if objects matching the criteria exist in the vault. In your case, the rule will execute only if there is at least one object with a CustomerNo matching the PhoneNo on your trigger source. If no such objects exist, the rule will not execute — which is fine, since we don’t expect an error message in that scenario.

If there is at least one matching object, the rule continues, and we already know an error message should appear. To trigger the message every time in this situation, you can configure an always-false condition. For example, setting the condition that CustomerNo must be empty will always evaluate to false, causing the error message to appear:

The Specify option works similarly and can be slightly faster for larger vaults. Using Static and Dynamic search filters, it goes through the Vault to find any Customer objects with the same PhoneNo. If no objects are found, Specify returns an empty value, which can be used in a Property condition to define that CustomerNo must be empty. If Specify finds results, CustomerNo is not empty, and the pop-up message will appear.

Both approaches will solve your use case. If you have additional questions or need further guidance during configuration, please let me know!

Best regards,

Nika

Thank you for a long and detailed explanation. I guess it boils down to this:

"Property Validation rules> 'rule name' > Property condition > Property" always refers to the selection you made in "Value From",

and

"Property Validation rules> 'rule name' > Property condition > Value" always refer to the trigger object.