WO2001011463A2 - System and method for creating validation rules used to confirm input data - Google Patents
System and method for creating validation rules used to confirm input data Download PDFInfo
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- WO2001011463A2 WO2001011463A2 PCT/CA2000/000906 CA0000906W WO0111463A2 WO 2001011463 A2 WO2001011463 A2 WO 2001011463A2 CA 0000906 W CA0000906 W CA 0000906W WO 0111463 A2 WO0111463 A2 WO 0111463A2
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- rule
- validation
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- user
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F9/00—Arrangements for program control, e.g. control units
- G06F9/06—Arrangements for program control, e.g. control units using stored programs, i.e. using an internal store of processing equipment to receive or retain programs
- G06F9/44—Arrangements for executing specific programs
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F9/00—Arrangements for program control, e.g. control units
- G06F9/06—Arrangements for program control, e.g. control units using stored programs, i.e. using an internal store of processing equipment to receive or retain programs
- G06F9/44—Arrangements for executing specific programs
- G06F9/451—Execution arrangements for user interfaces
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- Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
- Y10—TECHNICAL SUBJECTS COVERED BY FORMER USPC
- Y10S—TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
- Y10S707/00—Data processing: database and file management or data structures
- Y10S707/912—Applications of a database
- Y10S707/917—Text
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- Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
- Y10—TECHNICAL SUBJECTS COVERED BY FORMER USPC
- Y10S—TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
- Y10S707/00—Data processing: database and file management or data structures
- Y10S707/99941—Database schema or data structure
- Y10S707/99943—Generating database or data structure, e.g. via user interface
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- Y—GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
- Y10—TECHNICAL SUBJECTS COVERED BY FORMER USPC
- Y10S—TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
- Y10S707/00—Data processing: database and file management or data structures
- Y10S707/99951—File or database maintenance
- Y10S707/99952—Coherency, e.g. same view to multiple users
Definitions
- the present invention generally relates to a system and method for validating data collected by application software, and more particularly to a graphical user interface for creating validation rules which confirm the validity of data collected by application software used in mobile workforce management.
- W en workers complete the paper forms, the worker must remember certain rules or guidelines for filling out the fields. If the rules are followed properly, the forms are correctly filled out and the service provider is given accurate information with which to analyze its business, e.g., modify schedules, dispatch additional workers, etc. Often, however, the worker makes mistakes when filling out the forms which are only discovered after the worker returns to a business site (e.g., a dispatch office) at the end of the day, turns in the forms for the day's service requests, and the forms are reviewed. By the time the errors are discovered, many hours or even days may have passed, making it difficult to correct the errors and perhaps invalidating any scheduling or dispatching adjustments previously made based on the incorrect information.
- a business site e.g., a dispatch office
- a centralized server computer including all business logic and having access to the necessary databases communicates via a wireless or other type network with a mobile client computer carried by a worker.
- Both paper forms and their electronic equivalents have fields for entering data desired for a particular service task, as well as a heading labeling each field and perhaps some instructional information.
- the mobile computer includes application software, such as a mobile pen application (MPA), which electronically implements the service forms of a particular service provider to allow the worker to enter various data concerning each service job.
- the MPA for electronically implementing a particular form includes fields for entering data, the heading for each field of the form and any instructional information.
- Data entered into the fields is sent back to the centralized server computer where the worker's schedule may be updated, if necessary, based on such factors as whether a job took more or less time than anticipated, or whether an emergency service must be scheduled for a worker who is geographically near the emergency service site.
- the mobile computer typically also includes Global Positioning System (GPS) capabilities to allow the central computer to precisely track the geographic location of the worker.
- GPS Global Positioning System
- a validation rule is simply a logical sequence of operators and operands for performing one or more tests or comparisons on data in one or more fields to make sure the data is valid.
- the MPA implements a particular form using a set of validation rules to ensure correct entry of data.
- the validation rules are loaded into the MPA, and validation rules associated with fields in the rules file are associated with the corresponding field names in the MPA.
- the validation rules test the contents of each field entered by the user to ensure that the field is filled out correctly, either after the worker enters data into a the field, or after the form is transmitted back to a centralized server computer. Either way, errors are caught before the worker leaves the service site.
- each service provider must undergo a lengthy, inefficient process for determining the validation rules appropriate for each form and for the MPA in which the forms are implemented.
- this has meant that an MPA analyst, an engineer or project manager, will go to the service provider's business site, and work with the employees of the service provider to specify, for each field of a form any rules, which may include rules of thumb, that a worker follows when filling out the fields.
- the MPA developer a programmer who writes code for implementing the validation rules, then takes the specified rules and creates a set of validation rules in MPA-compatible code which is saved as a rules file for the form.
- This validation rule creation process can take several weeks and require many hours from the MPA developer and from the employees of the service provider.
- the present invention is a user-friendly, computer-based system and method for quickly and easily creating sets of validation rules for forms.
- a graphical user interface (GUI) is provided which may be used at a business site by the service provider's employees to develop sets of validation rules using a natural language.
- the GUI of the present invention displays a representation of a form as a tree structure, with the root node representing the name of the form, and the leaf nodes for representing fields of the form.
- the user begins by selecting a form template, which is a template for creating and completing a set of validation rules for fields for a form.
- a form template is a text file including the name of the form and the names of the used fields for the form. The names in the form template are used by the GUI to display the tree representation.
- the number of field names is used to determine the number of leaf nodes for the tree.
- the system of the present invention loads in a selected form template, reads the first text string in the form template and displays it as the root node of the tree to represent the form name. Subsequent strings in the form template are read in and displayed as leaf nodes to represent field names.
- Sets of validation rules are created for a form interactively, by selecting fields, adding appropriate validation rules to be implemented for the fields, and adding appropriate expressions for the validation rules. Validation rules are displayed as subnodes of fields, and expressions as subnodes of the validation rules.
- One or more validation rules may be defined for each field, and one or more expressions may be defined for each validation rule.
- An expression is a logical sequence of operands and operators, implementing a single test or comparison, which can be evaluated as TRUE or FALSE.
- a validation rule is a logical sequence of operands and operators, implementing one or more tests, one for each expression, which can be evaluated as TRUE or FALSE. If the validation rule evaluates as TRUE, then the data entered into the field is considered valid. If the validation rule evaluates as FALSE, on the other hand, then a data entry error is considered to have occurred, and a user-defined error message is displayed to the worker who entered the invalid data. Depending on a definition in the validation rule, the worker may be allowed to transmit the data anyway, such as when the validation rule is implementing a rule of thumb rather than a strict rule, or may force the worker to correct the entered data.
- the GUI of the present invention uses a menu interface which presents, in plain English, a user with the choices that are likely to be needed to develop validation rules.
- the user selects from the displayed tree structure, the fields for which validation rules are to be added, then selects expressions from a menu.
- the menu presents the expressions as expression templates, which are templates for creating and completing an expression.
- the expression template includes the test or comparison operator for the expression and indicates the type of operand or operands that must be added to complete the expression.
- the user interface of the present invention allows a user to create a validation rule by selecting a template and fill in the blanks.
- the user interface provides a join operation to allow a user to quickly select how the expressions should be evaluated (e.g., conjunctively (AND) or disjunctively (OR)) and place parentheses around groups of expressions to define an evaluation order where three or more expressions are defined.
- a join operation to allow a user to quickly select how the expressions should be evaluated (e.g., conjunctively (AND) or disjunctively (OR)) and place parentheses around groups of expressions to define an evaluation order where three or more expressions are defined.
- FIGURE 1 is a block diagram of an exemplary computing environment including a mobile computer and a server computer in which the present invention is implemented;
- FIGURE 2 is a schematic block diagram of the several components of the server computer shown in FIGURE 1 that are used to implement a validation rules program formed in accordance with the present invention to automatically create a set of validation rules for confirming data input by a user of the mobile computer;
- FIGURE 3 is a schematic block diagram of the several components of the mobile computer shown in FIGURE 1 that are used to implement the set of validation rules created by the validation rules program;
- FIGURE 4 is a flow chart illustrating the logic used by the validation rules program to create a set of validation rules;
- FIGURES 5 A and 5B are flowcharts illustrating the logic used to create a particular validation rule; and FIGURES 6-17 are various windows produced by the validation rules program for creating a set of validation rules as desired by the user.
- FIGURE 1 illustrates a typical computing environment in which the present invention is implemented.
- a personal computer 10 is provided and is used to create a set of validation rules for validating data entries made to service provider forms in accordance with the present invention. More specifically, the personal computer 10 shown in FIGURE I is installed with a validation rules program 15 (see FIGURE 1 ), which enables a user to create a set of form validation rules as described in more detail below.
- the validation rules are translated to a rules file 16 (see FIGURE 2) and communicated via a wireless network 20 to a mobile computer 30 for use in validating the data entries made by a mobile worker to an associated form.
- FIGURE 1 illustrates only one example of a suitable computing environment in which the invention may be implemented.
- the validation program 15 will generally be implemented by the computer 10 as computer-executable instructions, such as program modules.
- program modules include routines, programs, objects, components, data structures, etc. that perform particular tasks or implement particular abstract data types.
- the validation program 15 may be practiced with other computer system configurations, multiprocessor systems, minicomputers, server computers, and mainframe computers.
- the validation program 15 may also be practiced in distributed computing environments where tasks are performed by remote processing devices that are linked through a communications network.
- program modules may be located in both local and remote memory storage devices.
- FIGURE 2 depicts several of the key components of the computer 10. It will be appreciated by those of ordinary skill in the art that the computer 10 includes many more components than those shewn in FIGURE 2. However, a disclosure of an actual embodiment for practicing the present invention does not require that all of these generally conventional components be shown.
- the computer 10 includes a processing unit 1 1 coupled to a system memory 12, an external interface 13, a user input device 17, and a display 14.
- the system memory 12 comprises a read-only memory, a random-access memory and a permanent storage device, such as a hard disk drive, tape drive, optical drive, floppy disk drive, or combination thereof and stores program 15 of the present invention as well as rules file 16.
- the rules file 16 stores the validation rules created by the validation program 15 in text format for ultimate transfer to the mobile computer via the external interface 13.
- the external interface 13 comprises a wireless modem which establishes a wireless communication link with the mobile computer 30.
- the external interface 13 comprises a network interface card specifically constructed for use with the appropriate network communication protocols, network configurations (bus, token ring, etc.) and coupling media required for the network.
- the external interface 13 may comprise serial input and output ports for connecting directly to the mobile computer 30.
- the personal computer includes a user input device 17, which may comprise a keyboard, touchscreen, mouse, light pen, digitizing pad, scanner, or other such device as is well-known in the art, which is operated by the user to control the validation rules program 15.
- a user input device 17 which may comprise a keyboard, touchscreen, mouse, light pen, digitizing pad, scanner, or other such device as is well-known in the art, which is operated by the user to control the validation rules program 15.
- the personal computer 10 communicates with the mobile computer 30 via a wireless network 20.
- the personal computer 10 may be connected to the mobile computer 30 via any type of communication link without departing from the spirit and scope of the present invention, e.g., a "wired" intranetwork or internetwork, a remote telephone/modem connection, a direct port-to-port connection, etc., as long as the personal computer 10 and mobile computer 30 are equipped with the necessary and appropriate external interfaces as mentioned above.
- the mobile computer 30 it will include an antenna 40 and transceiver (not shown) for transmitting and receiving radio signals to and from the personal computer 10 if communication is made via the wireless network 20.
- the mobile computer 30 includes a number of other key components necessary for implementing the present invention as shown in FIGURE 3. It will be appreciated by those of ordinary skill in the art that the mobile computer 30 includes many more components than those shown in FIGURE 3. However, a disclosure of an actual embodiment for practicing the present invention does not require that all of these generally conventional components be shown.
- the mobile computer 30 includes a processing unit 31, a system memory 32, an external interface 33, a user input device 36, and a display 34.
- the system memory 32 comprises a conventional disk, floppy disk drive, read-only memory and random-access memory.
- the system memory 32 stores the mobile pen application (MPA) 35 which executes the rules file 16 created by the validation rules program 15 and communicated to the mobile computer 30 by the personal computer 10.
- MPA mobile pen application
- the validation rules program 15 of the present invention generates an easy-to-use graphical user interface (GUI) to allow a service provider employee to quickly create a set of validation rules for a form, without assistance from an MPA developer.
- GUI graphical user interface
- the validation rules program 15 represents and displays a form and its fields as a tree structure.
- the tree structure for a particular form is generated from a user-selected form template which is a file containing the form name and the names for the used fields for the form.
- the form name is displayed as the root node of the tree, and the names of the fields are displayed as leaf nodes.
- the GUI of the validation rules program includes a menuing interface for adding validation rules to fields, and for selecting expressions for implementing tests in validation rules.
- Commonly-used expressions are predefined as expression templates in the validation rules program 15, and are presented in a menu for quick selection by the user.
- An expression template includes an operator and blanks for the user to fill out for the one or more operands.
- the various expression templates are described in plain English, or another natural language.
- FIGURE 4 illustrates the logic used by the validation rules program 15 to enable the user to create a set of validation rules for a particular form to be executed by a mobile pen application (MPA) on the mobile computer 30.
- the validation rules program 15 begins in a block 100 and proceeds to a block 1 10 in which the user selects a particular form for which the user wishes to create validation rules.
- the validation rules program 15 generates a create validation rules window 400 on the display 14 of the personal computer 10 upon start-up.
- the validation rules program 15 displays a listbox 420 containing the names of a number of forms available for validation rule creation.
- a listbox is simply a display box having names of items which may be chosen listed therein. A user may also type in new items which will be included in the list. Listboxes and menus, as well as their implementations are well-known in the art and will not be discussed herein, as a detailed description is not necessary for an understanding of the present invention.
- listbox 420 will typically include the names of a number of predefined forms to choose from, those skilled in the art will readily appreciate that forms (and thus, their associated form templates) may be added to the listbox 420 and system memory 12 at any time and may be selected in any manner.
- a form template may be created for a paper form by creating a text file and typing in the name of the form, as well as names for fields of the form. In this manner, a service provider's paper forms may very quickly be converted into form templates.
- Those skilled in the art will appreciate that other methods of creating form templates may be employed without departing from the spirit of the invention.
- the form template associated with the selected form is retrieved from system memory 12 of the computer 10 and displayed in a block 120 as a tree structure 430 in the create validation rules window 400 as shown in FIGURE 7.
- the form template is a file containing the form name and the names of commonly-used fields of the form.
- the validation rules program 15 of the present invention reads in the first line of the form template, which holds the form name, and displays it as the root node 435 of the tree structure 430.
- Each of the subsequent lines of the form template i.e., each of the field names of the form, are read in and displayed as leaf nodes 440 of the tree structure 430.
- tree structure 430 may be stored in system memory 12 as a list, a table, or any other well- known data structure without departing from the spirit of the invention.
- the validation rules program 15 proceeds to a block 130 in which it enables the user to create at least one rule for the selected form.
- the routine for creating these rules is described in more detail below in conjunction with FIGURES 5A and 5B.
- the validation rules program 15 proceeds to a decision block 140 where the user determines if the set of validation rules is complete, i.e., whether the user wishes to create any more rules. It should be noted at this point that not all fields require validation rules. For instance, a form may include a fields for notes, in which a worker may enter any kind of information, or nothing at all.
- the user selects the Close option from the File menu and the validation rules are translated into a text format in rules file 16, and the validation rules program terminates in a block 160.
- the rules file 16 is automatically transferred to the mobile computer 30 via the wireless network 20. In yet other embodiments, however, the rules file 16 is transferred only upon request or at a predetermined time.
- the validation rules program repeats block 130 until a complete set of validation rules has been created. In other words, the rules creation routine shown in FIGURES 5A and 5B is repeated until the form is complete.
- the rules creation routine begins in block 200 and proceeds to a block 210 in which the user selects a field from the tree structure 430 displayed in the create validation rules window 400 for which a new validation rule is to be added.
- a field such asfieldl name
- a menu 450 is displayed to allow the user to either add a new rule to be applied to the selected field, or delete all rules applied to the selected field. It should be noted that it is not required for each field to have a validation rule. If a field is left empty it means there will be no validation executed on that field.
- the validation rules program 15 If the user selects the add new rule option, the validation rules program 15 generates a new rule dialog box 900 on the display 14 of the personal computer 10 as shown in FIGURE 9.
- the new rule dialog box 900 enables the user to define basic parameters of a validation rule and includes a form name field 910, a field name field 920, an error message field 930, a validation level field 940, and an override field 950 for defining these basic parameters.
- the form name and field name fields default to the names of the user-selected form and field, but may be implemented to allow selection or entry of other forms and/or fields without departing from the spirit and scope of the present invention.
- the error message field 930 allows the user to enter an error message to be displayed to a mobile worker when improper data has been entered into the field in the associated form according to the validation rule to be subsequently defined by the user. In other words, if the validation rule for this field evaluates to FALSE, the error message is displayed. In one actual example shown in FIGURE 9, "entry error in field 1 " is the chosen error message. In one actual embodiment of the present invention, the error message field 930 is implemented as a listbox. Each time a new error message is entered by the user, it is added to a list of error messages displayed in the listbox for selection. Consequently, the next time that error message is used, the user may simply choose the error message from the listbox, rather than retype it in the error message field 930.
- the new rule dialog box 900 includes a validation level field 940, which is used to indicate where the validation rule is to be executed, i.e., either at a "form level” or a "field level.” If the validation rule is to be executed when the worker moves off of the field such as by entering data into another field, the user selects the field level option. However, if the user does not wish for the validation rule to be executed until the form being filled out by the mobile worker has been completed and sent back to the computer 10, the user selects the form level option. In the example shown in FIGURE 9, the field level option is shown selected.
- the user has the option of selecting the override field 950. If the override field 950 is checked indicating an "Allow Override" mode, the worker is allowed to transmit the form even if the data entered into the selected field failed the associated validation rule. In such cases, the MPA implementing the form will simply display the error message specified in the error message field 930 and allow the user to transmit the form back to the computer 10 anyway. If the override field 950 is left unchecked, as depicted in FIGURE 9, the MPA will not allow the user to transmit the form until the error is resolved, i.e., until the associated validation rule is satisfied. Allowing an override is useful where the validation rule is implementing a rule of thumb rather than a strict rule.
- the tree structure 430 in the create validation rules window 400 is updated in a block 220. As shown in more detail in FIGURE 10, the tree structure 430 is updated to reflect the error message, validation level, and override mode of the new rule to be defined below the field selected for the rule. More specifically, first and second rule nodes 460 and 470 are shown as subnodes of the node for the user-selected field, fieldl name.
- the first rule node 460 displays the text "ON FIELD COMPLETE VALIDATE THAT" to reflect that field level was chosen as the validation level in new rule dialog box 900.
- the text "OTHERWISE REPORT ("entry error in field.”, NO OVERRIDE)" in the second rule node 470 depicts the user-entered error message and the user-selected override mode, in this case that an override was not allowed.
- the first and second rule nodes 460 and 470 form the beginning and end of a validation rule for a field, respectively. Expressions for the validation rule will be added between the first and second rule nodes 460 and 470.
- the validation rules program 15 enables the user to add one or more expressions to the validation rule in a block 230.
- the data entered by the mobile worker in the corresponding field of the form associated with the present tree structure 430 will be compared against the expressions added to the rule to determine if the data input in the corresponding field is valid.
- the user selects a rule node 460 from the tree structure 430 displayed in the create validation rules window 400 to which an expression is to be added. This may be done in a manner similar to that in which a field node is selected to add a rule.
- an action menu 480 is generated on the display 14 by the validation rules program 15, to allow the user to specify a join type (by which multiple expressions are logically joined) and a parenthesis function (by which the order in which multiple expressions to be evaluated is defined).
- Join types and parenthesis functions will be described in more detail below, after addition of multiple expressions has been discussed.
- the add expression menu 490 includes commonly-used expressions which are implemented as expression templates in the add expression menu 490.
- expressions are the tests to be performed on data entered in one or more corresponding fields of the associate form filled out by the mobile worker using the mobile computer 30.
- One or more expressions, in addition to the error message, validation level and override mode, are used to make up a validation rule.
- An expression template includes the operator for an expression and indicates the types of operand or operands and their relationship to the operator, such that the user may simply select a expression template and fill in the associated operand(s) to complete an expression.
- conditional templates are in the form of IF/THEN/ELSE statements.
- Comparison templates compare data entered into a field with a predefined value or condition, or with data in another field.
- conditional templates 495 are provided in the add expression menu 490.
- the three conditional templates 495 are in the form of IF/THEN/ELSE statements, with the first being the generic: IF ⁇ condition> THEN ⁇ expressionl> ELSE ⁇ expression2> where ⁇ condition> is evaluated to determine whether ⁇ expressionl> or ⁇ expression2> should be returned as the result of the expression. ⁇ expressionl> is returned if the conditional expression, ⁇ condition>, evaluates to TRUE, and ⁇ expression2> is returned if ⁇ condition> evaluates to FALSE.
- conditional templates are for implementing two additional common specific instances of the IF THEN/ELSE statement. More specifically, IF condition > THEN ⁇ expressionl> ELSE TRUE causes ⁇ expressionl> to be returned as the result of the expression if ⁇ condition> is satisfied, i.e., evaluates to TRUE. Otherwise, the conditional expression returns d e value TRUE.
- IF condition > THEN ⁇ expressionl> ELSE TRUE causes ⁇ expressionl> to be returned as the result of the expression if ⁇ condition> is satisfied, i.e., evaluates to TRUE. Otherwise, the conditional expression returns d e value TRUE.
- the third specific IF/THEN/ELSE conditional expression is
- the add expressions menu 490 also includes nine comparison templates 485, which include the following:
- a Field Has Data comparison template 481 is used to test whether a field contains data. Consequently, if the associated field contains data, a TRUE is returned. A FALSE is returned otherwise. Conversely, in another embodiment of the present invention, this template is implemented as a Field Has No Data comparison template. Accordingly, if the field is empty, a TRUE is returned. A FALSE is returned otherwise.
- a Form Was Transmitted comparison template 482 is used to test whether the form associated with the current set of validation rules has been transmitted by the mobile worker from the mobile computer 30 to the personal computer 10. If so, the expression returns the value TRUE. A FALSE is returned otherwise.
- predefined literal values which may be any numeric values or alphanumeric strings.
- the user selects this comparison expression template as well as a comparison operator.
- a Field Literal comparison template 484 is used to compare the contents of the associated field to a single numeric value or alphanumeric string predefined by the user. If the data in the field equals the literal value, a TRUE is returned. A FALSE is returned otherwise.
- a CheckDateFormat comparison template 486 is used to validate the format of a date format field, i.e., a field for holding a date. If the format of the date in the field does not conform to the value in the date format field, FALSE is returned. This expression is used to standardize the way in which workers enter dates.
- a typical default format is MM/DD/YY for representing the month, day, and year, respectively, using two digits each. Any other date format may be implemented without departing from the spirit and scope of the present invention.
- the second field of the expression may be selected by double-clicking on the second field from the tree, or by other well-known methods known in the art, e.g., by typing in the name of the second field, or by selecting from a listbox holding all available field names.
- a Field Format comparison template 488 is used to validate the format of the data entered in the associated field. Formats may be specified using special format characters such as those shown in Table 2 to require data to be of a particular type.
- the escape character “ ⁇ ” is used to ignore the data type for the immediately following character. For example, " ⁇ X##" checks for any two digit number following an "X” i.e., "X00" to "X99".
- the comparison values may be constrained to come from one or more specific rows or columns of the table, which may be selected from a listbox 600 as also shown in FIGURE 17.
- the table 620 may be displayed to aid the user in making a column or row selection.
- FIGURE 17, discussed in greater detail below, depicts an example where the Field Table is selected as an expression for a validation rule and where values are to come from a column.
- FIGURE 5 A after the user has created an expression for the rule by choosing an appropriate template and filling in the blanks, the tree structure 430 is updated on the display 14 of the personal computer 10 in a block 240.
- a first expression node 500 including the chosen expression, "FIELD HAS DATA" is shown as a subnode between the first and second rule nodes 460 and 470, respectively.
- a select column listbox 600 is displayed, and the user may select a column in a similar manner as selecting the table.
- the create rule(s) routine is complete. If, however, the user wishes to add more expressions to the validation rule, the create rules routine proceeds to a block 260 in FIGURE 5B where, the add expression menu 490 is displayed once again. The user then selects and completes the desired expression in substantially the same manner as discussed with respect to blocks 230 and 240. Accordingly, the tree structure 430 is updated with the newly added expression in a block 270.
- a join type in a block 280, which is either conjunctive AND or a disjunctive OR, and which is used to indicate how multiple expressions are to be evaluated together.
- join type is selected by displaying the action menu 480 and choosing "Join,” which allows the user to select whether the expressions are to be interpreted conjunctively, i.e., joined by an AND, or disjunctively, i.e., joined by an OR. For instance, if a field is to be tested for a numeric value between 5 and 13, two expressions will be required:
- the tree structure 430 is updated with a ⁇ join> marker 520 at the front of a second expression node 560.
- blocks 260, 270 and 280 are repeated until all expressions have been added for the rule.
- the routine proceeds to a decision block 300 in which it determines whether more than two expressions having different join types have been created. It will be appreciated that if there are only two expressions, or if there is only one join type, then the create rule(s) routine is complete. However, if more than two expressions have been added to a validation rule and if there are different join types defined, an expression evaluation order must be specified. This is done using the "parenthesis" option of the action menu 480 as shown in FIGURE 14.
- the parenthesis option allows the user to place parentheses around expressions, so that the expressions are evaluated in a particular order according to the well-known rules of mathematical hierarchy. For example, since the expressions FIELD1 > 5 OR FIELD1 ⁇ 13 AND FIELD2 HAS DATA
- parenthesis function must be employed to specify the correct interpretation.
- a default interpretation is given as a standard, left-to-right, evaluation.
- the user selects the first of the two expressions to be enclosed in parentheses, by highlighting the first expression and selecting the parenthesis option from action menu 480. Accordingly, a parenthesis menu 530 is displayed.
- the parenthesis menu 530 includes choices for opening or beginning parenthesis, i.e., "(" and for closing or ending parenthesis, i.e., ")".
- the open parenthesis should be selected by the user to place a parenthesis before the first of the expressions to be evaluated together.
- FIGURE 15 depicts the updated tree structure 430 with an open parenthesis 540 placed before a second expression node 560, and a close parenthesis 550 placed behind a third expression node 570.
- rules may be added for f ⁇ eld2 and field3 if desired in the same manner as for field 1.
- the set of validation rules is complete and the completed tree structure will be translated into a rule file to be executed by the MPA at the mobile computer in a block 150.
- the validation rules program then ends in a block 160. Since the completed tree structure contains all the validation rules, the tree structure is rendered as a textual rules file 16, which may be compiled into a set of validation rules according to techniques well known in the art and then executed by the MPA on the mobile computer 30, or simply interpreted by the MPA.
Abstract
Description
Claims
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EP00951161A EP1210659A2 (en) | 1999-08-04 | 2000-08-03 | System and method for creating validation rules used to confirm input data |
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Also Published As
Publication number | Publication date |
---|---|
US6535883B1 (en) | 2003-03-18 |
AU6421100A (en) | 2001-03-05 |
WO2001011463A3 (en) | 2002-04-11 |
CA2380393A1 (en) | 2001-02-15 |
EP1210659A2 (en) | 2002-06-05 |
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