Validations

Validations are the guardrails of your data program.

They protect your work by catching issues early and making quality expectations visible.

Why validations matter

Without validations:

  • different teams interpret data differently

  • errors travel downstream

  • reporting becomes a negotiation

With validations:

  • issues are flagged at the right moment

  • corrections happen before data becomes final

  • trust increases across the program

What you can do in the Validations area

Administrators can:

  • create validations

  • edit validations

  • remove validations

  • enable/disable validations without deleting them

This makes governance practical: strict when needed, flexible during change.

Labels (where a validation applies)

In many client programs, validations are not "one size fits all."

Some rules may run:

  • only for specific objects

  • only for specific parts of a workflow

Labels act like "tags" that determine where and when a rule is applied.

From a client perspective:

  • Labels help keep governance organized.

  • They allow different teams or workflows to have the right checks, without overloading everyone with every rule.

How to write validations for adoption

The best validations are readable.

They should include:

  • a clear name

  • a description explaining why the rule exists

  • a friendly message that tells users what to fix

Severity: choosing the right tone

Validations typically have a severity:

  • Warning: informs users, but doesn’t stop progress

  • Error: requires attention and correction

  • Blocker: prevents progress until fixed

A common adoption path:

  1. start as warnings (teach)

  2. upgrade to errors (enforce)

  3. reserve blockers for critical business rules (protect)

Enable/Disable: why it matters

The enable/disable feature is valuable because real programs evolve.

During onboarding you may:

  • temporarily disable a strict rule while users learn

  • adjust file templates

  • re-enable the rule once the process stabilizes

This keeps teams moving without giving up governance.

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