Validate and Save a Method
Once you have configured all the mandatory elements of a method, you can save the method.
• Save - When saving, the method is validated. This button is disabled for System Methods.
• Save As - “Save As” also validates the method. This option enables a copy-and-save capability so that you can clone and modify methods. This is especially useful for tailoring System Methods to take advantage of factory-shipped, advanced functionality.
Method Validation
When a method is saved, the following checks are made.
• All mandatory elements have values: Name, Short Name, Short Description, Long Description, and Query
• Short Name is unique
• Query validates
• At least one field is checked
• All checked fields have been filled in: Label, Short Description, Long Description
If any of the above validations have issues, the relevant method pane(s) will be flagged with a red border. When possible, a red information icon will display, which you can click for additional information.