Record Tree Validation

This feature is part of release 24.1

Introduction

When uploading or adopting records the system will validate that the record type is a known record type and part of the record type for that organisation.

Default Record Tree

The system is designed in this manner

  • There is exactly 1 default record tree shared across all organisations

  • An organisation can optionally define its own custom record tree

Validation

The validation stops on the first matching rule in the table below

Rule

Subrule

Result

Rule

Subrule

Result

1

Record type does not exist

 

Validation error

2

Record type is part of the organsiation specific tree or default tree if the organisation does not define one

 

Allowed

3

Record type is part of the default record tree

Record type is a non-helper record

Validation error

4

Record type is part of the default record tree

Record type is a helper record type

Allowed

5

Record type is not part of the default record tree

 

Validation error

Whether a record type is a helper record type is determined by its property Record Tree Glossary | Term: Information Package.

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