Replace Field Validation into the Financial Statement (Personal) and eSign it in minutes

Aug 6th, 2022
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How to Replace Field Validation into the Financial Statement (Personal)

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hi everyone so uh in this video were going to uh were going to talk through how to do a financial statement validation and im like a financial statement tie out uh so you wont need to we dont you wont need to use those uh those red pens or bust out the green pen anymore i mean were going to show how we can use regular expressions which are a way of identifying patterns and tax attack and apply the financial statement captions in both the current and prior period financial statements and match them together um and so what were going to do is were going to use microsoft as an example over here so here we have our current here financial statements were going to need to capture were going to look at the income statement specifically were going to try to match 2020 and 2019 balances to the prior year and were going to look at the prior year finance standards for microsoft as well and match it against the current year column and the prior year call so um so lets go in into the

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For each Validation Rule you want to bypass, you need to create a checkbox field (1). You can also create one checkbox field per object, if you want to bypass all Validation Rules (2). In the Custom Fields section select: New - Checkbox - Enter Field Label, Field Name - Save.
Bypass Validation Rules To set up a Validation Rule bypass, the process also starts by creating a new field on your User object. This field is a checkbox and can be named Bypass VR. This value must then be entered on all validation rules for all objects.
For example, if you want to bypass the validation rule for specific profile then you can simply user $Profile but then you would do some hard coding and hence its best to use Custom Permission.
To change an Excel validation rule, perform these steps: Select any of the validated cells. Open the Data Validation dialog box (Data tab Data Validation). Make the required changes.
Validation rule and validation text examples Value must be zero or greater. You must enter a positive number. Value must be either 0 or greater than 100.
Whenever we want to bypass our validation rule, well update this field to the current time. (ISNEW() || ISCHANGED(Categoryc)) ISPICKVAL(Categoryc, Perfect) This is essentially the rule we want to bypass, and youd replace this part with your own rule. !
So, to deactivate validation rules before migration to Salesforce, go through the following steps: From the Setup, go to Object Manager and choose the relevant object. In the left sidebar, click Validation Rules. Click Edit from the drop-down menu. To deactivate the rule, deselect Active, and save your changes.
Validation Rules Navigate to Setup Object Manager. Select the object that contains the validation rule you want to disable and click Validation Rules. Select the relevant validation rule and click Edit. Uncheck the Active checkbox and click Save:

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