Applying conditional validity

Conditional validity allows you to define certain conditions that must be met to prevent a particular user or group of users from saving an order in Order Maintenance or the Trip Folder. The conditions are in the form of equations.

For example, you might not want a user or user group to be able to save an order without a Commodity Code. The equation for this example is [cmd_code] = 'UNKNOWN'

If the user tries to save an order without selecting a commodity, the Save Warnings window would list the error, as in this example.

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Conditional Validity Editor

Once enabled, you can access the window by going to Tools > Conditional Validity.
The Conditional Validity Editor window opens.

All conditional validity equations for LTL Operations are accessed from the Conditional Validity Editor.

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Field Definition

Equation List Lookup

User/Group and ID

Two fields identify for whom you are assigning the condition.

Condition Type

Select the appropriate component of the order: Legs (Trip segments), Orders, Stops, or Freight. The appropriate columns from which to choose are available for selection.

Refresh

When switching from one user or condition type to another, the equation grid automatically refreshes. If this is not the case, click Refresh to update the equation grid.

Equations

Commands

  • Add Equation
    Opens the Equation Builder window where you can add an equation to the current condition.

  • Remove Equation
    Removes the selected equation from the current condition.

Equation Type

When adding more than one equation to a condition, you identify whether they should be joined by:

  • And
    Each equation must be met before the save is prevented.

  • Or
    Any of the equations must be met before the save is prevented.

Equation grid

The equation grid displays the equations that are contained in the current condition.

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The grid also allows you to edit an existing equation.

Command buttons

  • Save
    Save the condition equations identified in the Equation List Lookup section.

  • Exit
    Closes the Conditional Validity Editor window.

Equation Builder

When you add or edit an equation, you use the Equation Builder window.

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Field Definition

Available Columns

This panel shows all the fields or columns available on the order, trip, leg (trip segment), or freight.

Double-click on the appropriate column to begin building the equation.

Operand

Select one of the options:

  • =
    The entry should equal the value.

  • <>
    The entry should be greater than or less than (not equal to) the value.

  • <
    The entry should be less than the value.

  • >
    The entry should be greater than the value.

Value(s)

Enter the value that the entry should be equal to, not equal to, greater than, or less than, to trigger the validity check.

Select the Is List checkbox when entering a list of values. Separate the items in the list with the pipe (|).

Equation

As you build your equation, the Equation panel shows what you have built and whether or not it is valid.

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The validity checks only whether all the elements of the equation are selected or entered. It does not check whether you have entered a valid value.

Enabling validity checking

To use the conditional validity feature for preventing orders from being saved, you must enable the [.NetMisc]ConditionalValidityEnabled setting.

By default, validity checking is performed only when saving new orders. If you want validity checking to apply to saving updated orders, as well as new, you must enable the [.NetMisc]ConditionalValidityApplyOnlyToNewItems setting.

Adding validity checking conditions

Conditions are applied for a particular user or group of users and can require certain entries on the order, stops, legs (Trip segments), or freight. You can add a single equation or several equations joined by either AND or OR logic.

  1. Go to Tools > Conditional Validity.
    The Conditional Validity Editor window opens.

  2. Under Equation List Lookup, select the lookup criteria.

    Field Definition

    User/Group

    User or Group as it relates to the ID for whom you are assigning the condition.

    ID

    ID of the user or group for whom you are assigning the condition.

    Condition Type

    Select the appropriate component of the order.

    • Legs (Trip segments)

    • Orders

    • Stops

    • Freight

    • None (Not applicable)

    Note: If condition equations exist for your selections, they are listed in the Equations grid.

  3. Select an Equation Type.

    • And
      Each equation in the condition must be met to prevent saving the order.

    • Or
      Any of the equations in the condition must be met to prevent saving the order.

      Note: If you are building only one equation for the condition, the Equation Type does not apply.

  4. Add an equation.

    1. Click Add Equation.
      The Equation Builder window opens.

      This example shows the available columns for the Condition Type = Legs (Trip segments).

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  1. Under Avl Columns, locate and double-click on the column on which to base the condition.
    The column is added to the Equation panel.

  2. Select the appropriate Operand.

  3. In the Value field, enter the value that will trigger the validity checking.

    Notes:

    1. Select the Is List checkbox when entering a list of values. Separate the items in the list with the pipe (|).

    2. For true/false conditions, enter 1 for true and 0 for false.

  4. When the Equation panel label indicates the equation is valid, click OK to close the Equation Builder.

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    Note: The validity checks only whether all the elements of the equation are selected or entered. It does not check whether you have entered a valid value.

    1. If you need to add another equation to the condition, repeat Step 4.

    2. Click Save to save the condition.

    3. Click Exit to close the Condition Builder.

Examples of conditional validity

These examples illustrate various validity checking types and conditions.

Single equations

For Condition Type Orders, user MLOPS cannot save an order without a commodity.

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For Condition Type Legs, user OPSJL cannot save an order when a trip segment has more than 50 empty miles.

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Multiple equations

When you want to further restrict the condition by adding another equation, you must join them with one of the following types:

  • "And" Equation Type
    Each equation in the condition must be met to prevent the save.

    In this example, for Condition Type Freight, user OPSJL cannot save an order when the freight is 'FAK' and weighs less than 40,001 pounds. Both conditions must be met.

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  • "Or" Equation Type
    Any of the equations in the condition must be met to prevent the save.

    In this example for Condition Type Orders, the Columbus group cannot save an order when either the maximum temperature or the minimum temperature is blank.

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    Note: For this example, these fields were added to the Order Maintenance window with QuickDesigner, and the layout was saved for the COL group.

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Identifying the Value as a list

For Condition Type Stops, user OPSJL cannot save an order with a non-billable stop event. To define this condition, you can:

  • Add multiple equations joined by Or, one for each of the non-billable stop events.

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  • Add one equation with the values defined as a list.

    You can add a single equation that contains a list of Values.

    Select the Is List checkbox, and then enter each value separated with the pipe (|).

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Editing validity checking conditions

Follow this procedure to edit an existing conditional validity equation that is assigned to a user or group for the selected condition type.

You cannot edit the user or group who is assigned to an existing condition. You can only add, remove, or change the equations for the condition.

  1. Go to Tools > Conditional Validity.
    The Conditional Validity Editor window opens.

  2. Under Equation List Lookup, select the lookup criteria.

    Field Definition

    User/Group

    User or Group as it relates to the ID for whom you assigned the condition.

    ID

    ID of the user or group for whom you assigned the condition.

    Condition Type

    Select the appropriate component of the order.

    • Legs (Trip segments)

    • Orders

    • Stops

    • Freight

    • None (Not applicable)

    Condition equations that exist for your selections are listed in the Equations grid.

  3. If appropriate, change the Equation Type from And to Or, or vice versa.

  4. Locate the equation that you want to edit.

  5. On the same row, click Click To Edit.
    The Equation Builder window opens.

  6. Make the necessary changes to the equation.

  7. Click OK to close the Equation Builder window.

  8. If aprorpiate, add another equation or remove an existing equation.

  9. Click Save to save your changes.

  10. Click Exit to close the Conditional Validity Editor window.

Deleting validity checking conditions

Follow this procedure to delete one, multiple, or all equations within a condition.

  1. Go to Tools > Conditional Validity.
    The Conditional Validity Editor window opens.

  2. Under Equation List Lookup, select the lookup criteria.

    Field Definition

    User/Group

    User or Group as it relates to the ID to whom you assigned the condition.

    ID

    ID of the user or group to whom you assigned the condition.

    Condition Type

    Select the appropriate component of the order.

    • Legs (Trip segments)

    • Orders

    • Stops

    • Freight

    • None (Not applicable)

    Condition equations that exist for your selections are listed in the Equations grid.

  3. Locate and select the equation that you want to delete.

  4. Click Remove Equation.
    The row is removed.

    Note: If you decide not to remove the equation after all, click Refresh. A confirmation message opens. Click No, to restore the deleted equation.

  5. Click Save to save your changes.

  6. Click Exit to close the Conditional Validity Editor window.