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Data Rules
Data Rules Overview
Last Updated: February 27, 2026Data Rules Data rules enable validation and maintenance of data accuracy across the system through automated monitoring and quality checks. Data Rules Overview The Data Rules page displays two main sections: My Data Rules: Contains rules created or owned by the current user Shared Data Rules: Shows rules shared by other users or teams Each...
Creating Data Rules
Last Updated: February 24, 2026Creating Data Rules Data rules help enforce data quality and governance standards across workflows by validating specific data conditions. Click the Create Data Rule button in the top right corner. Enter a clear, identifiable name for the rule. Provide a short description that explains: What the rule validates Why the rule is required Add appropriate...
Editing a Data Rule
Last Updated: February 27, 2026Editing a Data Rule Modify existing data rules to update sources, descriptions, and associated tags. On the Data Rule card, click the Action menu Select Edit Modify the following fields as needed: Data Sources Name Description Tags Click Update in the bottom right corner to save the changes A success message confirms that the details...
View Data Rule History
Last Updated: February 27, 2026View Data Rule History View and track all modifications made to data rules, including field changes and update history. Click the Action menu for the desired data rule. Select History from the menu options. The history tab displays comprehensive change information including: Original field source Previous value (Change From) Updated value (Change To) User who...
Sharing Data Rules
Last Updated: February 24, 2026Sharing Data Rules Share data rules with other users or teams by granting specific access permissions. On the Data Rule tab, locate the Share icon. Select the user to share the data rule with. Configure the access control settings: Choose between Grant or Deny permissions Set appropriate Read Access or Write Access permissions based on...
Deleting a Data Rule
Last Updated: February 27, 2026Deleting a Data Rule Remove existing data rules from the system when they are no longer needed. Click the Action Menu to access deletion options. Select Delete from the menu options. Enter the Data Rule Name to confirm deletion. Click the Delete button to proceed. Upon successful completion, the system will confirm that the data...