CSV Validation - Legacy
This feature is no longer available in TAP, this page is for legacy documentation purposes only
To access CSV Validation:
- Click the Business Automation
button in the TAP Toolbar to access the Business Automation module.
- The Designer tab is selected by default, and the screen displays the Designer Homepage.
- Click the CSV Validation tab.
- The Manage MegaSign CSV Validation Rules page displays.
To add a validation rule:
- Select the department for which you wish to add a validation rule from the Choose department for which you want to edit rules menu. The menu lists all departments defined for your TAP system.
- The screen refreshes to display the currently defined rules for the selected department.
- Each rule is labelled sequentially, beginning with Rule #1.
- Click the Add new rule button.
- A "blank" Rule # field is added at the bottom of the page.
- A "blank" Rule # field is added at the bottom of the page.
- Enter the name of the column header in the CSV file that contains e-mail addresses in the Column Name text box. This field is mandatory.
- If the column header must be included in the CSV file, select theColumn header is mandatory check box.
- If the Column header is mandatory check box is selected, and a CSV file does not include a properly named column header, the file will fail validation.
- If the Column header is mandatory check box is selected, and a CSV file does not include a properly named column header, the file will fail validation.
- If a data value must be included in each field of the specified column of the CSV file, select the Data value must be non-empty check box.
- If the Data value must be non-empty check box is selected, and one or more fields in the CSV file do not contain data, the file will fail validation.
- If the Data value must be non-empty check box is selected, and one or more fields in the CSV file do not contain data, the file will fail validation.
- If each entry in the in each field of the specified column of the CSV file must be a properly formatted e-mail address (i.e., name@domain), select the Data value must conform to valid email address format check box.
- If the Data value must conform to valid email address format check box is selected, and one or more data values in the in the CSV file are not properly formatted e-mail addresses, the file will fail validation.
- If the Data value must conform to valid email address format check box is selected, and one or more data values in the in the CSV file are not properly formatted e-mail addresses, the file will fail validation.
- Enter the maximum length for e-mail addresses in the CSV file in the Maximum data length (0 means unlimited) __ characters text box.
- Use the
buttons to increase or decrease the number of characters in one-character increments.
- The default value for the the Maximum data length (0 means unlimited) __ characters field is 0 characters.
- If the value entered in the Maximum data length (0 means unlimited) __ characters field is greater than zero, and one or more data values in the in the CSV file exceed the specified number of characters, the file will fail validation.
- Use the
- If valid e-mail addresses may be included in a column with a name other than the name specified in the Column Name field, enter the alternate column name in the Alternative for Column Name text box.
- Enter the column header that must be included in a valid CSV file in theDependent on Column Name text box.
- This field must contain either the value from the Column Name field or the value from the Alternative for Column Name field.
- This field must contain either the value from the Column Name field or the value from the Alternative for Column Name field.
- When all desired values for the rule have been entered, click the Save button to save the rule.
- A confirmation dialog displays the message "All rules were saved successfully."
- Click the OK button on the dialog to close the dialog and return to the Manage MegaSign CSV Validation Rules page.
To edit a validation rule:
- Edit the values for one or more fields in an existing rule as described above for adding a validation rule.
- When all desired values for the rule have been edited, click the Save button to save your changes.
- A confirmation dialog displays the message "All rules were saved successfully."
- Click the OK button on the dialog to close the dialog and return to the Manage MegaSign CSV Validation Rules page.
To delete a validation rule:
- Click the Remove rule button for the rule you wish to delete.
- A confirmation dialog displays the message "Are you sure you want to remove rule 'Rule #X'?"
- Click the OK button on the confirmation dialog to complete the deletion. (Click the Cancel button to cancel the deletion and retain the rule.)
- The confirmation dialog closes and the screen refreshes with the selected rule removed.