Creating Rules Based on Mandatory Fields

When creating rules based on mandatory fields, the following sections: Rules Details, Mandatory Fields, Criteria*, and Alert Details must be completed as outlined below in each tab:

• 1. Go to Data Governance, and click + Create New Rule.

  The navigation menu may differ depending on the Neodeluxe products your firm uses. 

  2. In the Rules Details section, enter the new rule’s Name*, and Description*.

  

  The Is Active* dropdown field is automatically filled with Yes.

  3. Select the Rule Type* Based on Mandatory Fields.

  

  4. Select the Project Type* that contains the field where the rule will be applied. 
• 1. Select the Mandatory Fields* that will be pointed out as mandatory by the rule when the criteria are met.

  Available options in the Mandatory Fields* dropdown are displayed according to the selected Section*.

  2. Click Upload CSV File to upload a CSV file that contains the exact names displayed in the  Mandatory Fields* dropdown. 

  

  • You can upload a CSV file and/or select manually the Mandatory Fields. 
  •  Uploading a CSV after having some manually written values will overwrite any manually selected values.
  • The field names must follow the exact same structure as those listed in the  Mandatory Fields* dropdown. The format should be: Section - Field Name. If the name does not match, it will not be added.

  

  • The CSV file must not contain subtitles or blank spaces, and you can only upload one file at a time.
  • When adding an additional file, the information from the new file will be overwritten.
  • The file min size must be 1 Byte.
  • The file must have at least one cell with content.

• Configuring the Criteria* section is required in Rules Based on Mandatory Fields. This criteria evaluates whether a rule applies to a project, before checking if the configured field will be flagged as mandatory. Users can set up one or more criteria, each with one or more conditions.

  

  1. Configure the Criterion 1 by selecting the Variable*, Operator* and indicating the Value*.
  2. Click +Add Condition when required to add another condition in the Criterion 1 and complete the Variable*, Operator* and Value*.
  3. If required, click the Add Criterion button to create additional criteria.
  • A rule is applied when one or more configured criteria are met (For example: Criterion 1 OR Criterion 2 OR Criterion N). If none of the criteria are met, the rule does not apply to the project.
  • A criterion is satisfied only when ALL the conditions within it are met (For example: Condition 1 AND Condition 2… AND Condition N).
  • The N in Criterion N will dynamically change based on the number of criteria added.

  For a better understanding of criteria restrictions and ensure proper setup, we recommend visiting: Understanding Criteria in Rules

• 1. Enter the Alert Message that will be displayed if the rule is broken. After completing the setup, click Save.

  

  • The message should inform users that the field is a mandatory field.
  • Customize the alert message by clicking on the variable you want to add. Paste it into the Alert Message* field, the variable is enclosed in curly braces allowing to create a dynamic message.

  For example: When you click on Project Name, the variable is copied to your clipboard. Paste it into the Alert Message* field, in this case {{project_name}}. The alert displayed in the Neodeluxe Sidebar will show the project name where the alert was triggered.

  • After saving the rule, it is listed as a Draft, and it's fully editable.
  • Associated alerts will not appear in the Neodeluxe extension while the rule is in Draft.

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe Data Governance AI, please contact our Product Support Team:

• Email: help@neostella.com
• Submit a Request: Click here to submit a ticket

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.