Add Validations to a Workflow in Ideagen Maritime Management

This walkthrough shows how to add validations in the Workflow Editor for data integrity. Validations enforce rules like mandatory fields or specific logic before transitions, preventing incomplete submissions and ensuring accurate workflows.

1. Introduction

Start in the Workflow tab under the "Types, Fields, and Workflow" in the shoreside "Admin Menu". Click "Validations" to open the rules section in the Workflow Editor. This is where you define logic that applies across workflow transitions.

Introduction

2. Open Rules Section

Select "Validations" to open the rules section in the Workflow Editor. This is where you define logic that applies across workflow transitions.

Open Rules Section

3. Add New Rule

Then, click on "Add Rule" to create a new validation rule. This is because Rules group validations together for easier management and reporting.

Add New Rule

4. Define the Validators

Next, define the "Validators" by selecting the validation(s) to manage validations that will be linked to the rule. Why: This step lets you attach specific field-level requirements to the rule.

Define the Validators

5. Use Search Field

Then, use the smart search bar to find validations (for example., type “cau” for "Cause Analysis"). This way of searching speeds up configuration in complex workflows.

Use Search Field

6. Enter Search Term

Next, toggle on the desired validation. For example, the "Required Cause Analysis" validation. This ensures the field becomes mandatory before the workflow can proceed.

Enter Search Term

7. Navigate To Validation

Go to the location where the desired validation appears in the search results.

Navigate To Validation

8. Select Validation

Then, select the appropriate validation from the search results to proceed by toggling it on for configuration.

Select Validation

9. Open Other Validations

Let's take a look at more validation options. Click "Other Validations" to explore them.

Open Other Validations

10. Add Validation

Here, you would click "Add Validation" to include a new validation to your rule. Combining multiple validations strengthens compliance.

Add Validation

11. Choose the Validation "Type"

Then, choose the specific validation type to apply.

Choose the Validation 'Type'

12. Choose Required Root Cause

Here are the other options to select this validation for your workflow including Required Root Cause and Types of investigation required.

Choose Required Root Cause

13. Save Validation

If no other validations are being added, close the window and click "Save" to apply the validation settings to your rule.

Save Validation

14. Confirm Save

An alert message may appear if types attached to this field may have logic that does fit with this validation logic. You can still proceed. Click "Ok" and confirm any alerts about logic conflicts.

Confirm Save