Marketers are always looking for tools and processes to manage their marketing operations, streamline workflows, optimize the budget spend, resources, and manage other marketing assets. MRM is a single solution that can take care of all your needs, from strategic planning to executing a certain marketing activity and ensuring that consistency binds the team together. Unica Plan is the solution that Unica Suite offers to manage all your marketing needs and activities.

HCL Unica Plan (Formerly known as Marketing Operations) supports the feature called Tabular View Control (TVC) Grid, where the marketer can choose and arrange the different attributes like Text, Numeric, Date, etc. which they want to use for tracking their business activities. Grids are mainly used for collecting data, in the user interface, it appears like a table or a list. You can enter data into the cells of the grid according to the selected attributes and their data type.

Apart from this, the product supports the customization of grid attribute(s) with validation; for example, the attribute should start with a specific character/word OR attribute should not allow entering beyond a certain limit OR attribute should only allow data between a certain range, etc. “com.unicacorp.uap.grid.validation.plugin.GridValidatorPluginImpl” validator is delivered with HCL Unica Plan which can help you to define the validations on-grid attribute(s). This validation plug-in supports two types of rules.

  1. ROW: row-level rules are executed first.
  2. GRID: grid-level rules are executed after row-level rules.

HCL Unica Plan ships with the following sample rules.

  • BeginsWithRule
  • DateCheckRule
  • RangeCheckRule
  • UniqueCheckRule

This article will help you to understand the grid validation, data validation rules, and how to implement the ROW level validation using the “BeginsWithRule” rule with the Text Single Line Type attribute. Let’s follow the step by step approach to learning the validation.

  • Create the new grid frame using the Form Definitions section.

  • Create a grid type attribute. In this example, we are using a Text Single Line Type.

  • Add the newly created Grid Text Single Line Type attribute to the grid canvas and publish the grid for further use.

  • Create an XML file to contain one or more rules as per the business need. As mentioned earlier in this blog, we are using “BeginsWithRule.”

  • Each XML tag used in this file has its own usage. To build the “BeginsWithRule” scenario, you need to mainly use:
<applies-to-tvc-id>GRID INTERNAL NAME</applies-to-tvc-id>  
<set-property property="beginCharacter" value="YOUR VALUE"/>
<set-property property="column" value="GRID_TABLE_NAME.GRID_ATTRIBUTE_DATABASE_COLUMN_NAME"/>
  • Populate the value for: <applies-to-tvc-id>GRID INTERNAL NAME</applies-to-tvc-id>

  • Populate the value for <set-property property=”beginCharacter” value=”YOUR VALUE”/> <set-property property=”column”>

Note: You can keep the “beginCharacter” as per your business need. In this example, let’s keep the value as “YOUR VALUE.”

  • Populate the value for <set-property property=”column” value=”GRID_TABLE_NAME.GRID_ATTRIBUTE_DATABASE_COLUMN_NAME”/>

  • Upload the rules file (.xml) via “Rules definitions” section.

  • Use this Rule Definition file and the form having the grid into an HCL Unica Plan object template, for example: Project. Specify “com.unicacorp.uap.grid.validation.plugin.GridValidatorPluginImpl” as value for “Data validation class” property and save the changes.

  • Create an object from this template, and test the rule.

  • Successful test result when grid Text Single Line attributes value matches, to begin with, validation.

  • Failure test result when grid Text Single Line attributes value does not match, to begin with, validation.

Based on the business need, you can implement the BeginsWithRule, DateCheckRule, RangeCheckRule, UniqueCheckRule rules with Grid. For more details, you can refer to the documentation on Grid Validation. You can reach out to us for any more queries, and we will be happy to help.

Comment wrap
Further Reading
article-img
Marketing & Commerce | July 30, 2021
Releasing the new feature pack – Unica 12.1.1 Summer Release
We're excited to announce the release and general availability of latest Summer update to Unica 12.1 cloud native integrated-Unica 12.1.1.
article-img
Marketing & Commerce | June 30, 2021
Unica Plan – Effective way to represent editable grid data
Grids are the spreadsheet-like tools available in HCL Unica Plan for data collection and display. Plan provided a user interface to display Grids data as a table or a list. HCL Unica Plan supports the below-given Grids. 1. Line Truncate View 2. Line Wrap View 3. Two Line Staggered View 4. Editable Grid View Out of these, Line Truncate View, Line Wrap View, and Two-Line Staggered View are called Read-only Grids where Editable Grid View can be used to Edit and save the business data/details. An editable grid is for users to enter information, while a read-only grid displays information entered previously. This article will help you configure and display an Editable grid's contents as a report in a Read-only grid. You can configure the Read-only grid in the same OR different HCL Unica Plan Form Definition Page as per your business requirement. In the below-given scenario, we will use the single Form Definition Page with Editable and Read-Only grid. Below given steps will help you to walk through the scenario. 1. Create a new form with an editable grid view in HCL Unica Plan. Refer given Fig.1 [caption id="attachment_14298" align="aligncenter" width="920"] Fig.1[/caption] 2. Post form creation, add an editable grid view component in this form, and save the changes. Refer given Fig.2. [caption id="attachment_14299" align="aligncenter" width="920"] Fig.2[/caption] You need to note down the value for the “Database Table” column. This is the table from where the Read-only grid will pick up the data for display. 3. Create editable grid type attributes per your business requirement; in this scenario, we used the Integer and Text Multi-Line attribute. See below given Fig. 3 a, b and c [caption id="attachment_14300" align="aligncenter" width="920"] Fig.3a[/caption] [caption id="attachment_14301" align="aligncenter" width="920"] Fig.3b[/caption] [caption id="attachment_14302" align="aligncenter" width="920"] Fig.3c[/caption] 4. Add editable grid view component to form canvas. Similarly,...
article-img
Marketing & Commerce | May 5, 2021
Traditional MRM vs Collaborative Work Management
It’s a marketer’s world. Customers can be reached by virtually any medium (email, SMS, social media) a marketer puts their mind to. But with so many channels, meeting customer expectations, understanding their needs, and formulating strategies to provide a great customer experience, the list of marketing "to do's" is much longer than it used to be. Hence Marketing Resource Management has become an essential part of new marketing approaches. What is MRM? Forrester1 defines marketing resource management as enterprise marketing technology that helps marketers with financial planning, performance measurement, collaboration and calendaring, project management, content production, asset management, brand compliance, and marketing fulfillment. MRM is not a new space, but marketers need to take a fresh look at available solutions. As the MarTech landscape has exploded over the past decade, marketing operations has become the backbone that keeps all of the tools and processes working together to achieve the organization's goals - encompassing everything from planning, processes, execution to technology and resource allocation. MRM includes the resources available to internal teams and the relationships with external stakeholders and approval processes. MRM lets you organize, automate and optimize marketing tasks. The Purpose MRM fulfills MRM exists to save time and marketing resources. Think of just one single marketing task – for example, preparing an email marketing campaign. The list of activities includes the coordination between your marketers, graphic designers, copywriters, and others involved – it is time-consuming and, therefore, costly. This was just an email campaign; consider the cost of running hundreds like these together. For every hour spent on this, you lose focus on other marketing collateral or company growth. With MRM in the picture to manage the assets, tools, and operations, it is easier and more cost-efficient. Creative Approvals - Easily float creatives to brand, legal and other teams for...
Close