Before you start using Clever Data Validation it is recommended to complete the Data Validation Setup Page.
The data validation setup page can be opened from the Manual Setup option on the welcome page that is shown automatically if downloading the app from Microsoft AppSource or can be launched from the Assisted Setup list. Alternatively it can be opened by choosing the 
icon, entering Data Validation Setup, and then choosing the related link.
The ribbon has the following options:
- Assisted Setup
Selecting this option will run the Clever Data Validation Assisted Setup Wizard which will guide you through the setup required for Clever Data Validation.
- Setup
The Setup option provides easy access to other setup page related to Clever Data Validation. Selecting this option will allow you to open the pages for creating Data Validation Templates and Standard Data Formats.
- Default Configuration
This option creates a default configuration to help you set up the app more quickly. Please refer to Default Configuration Page more information on the setup created by this option.
Within the setup screen itself you can optionally enable some additional functionality for Clever Data Validation.
The Check as you Type option will check individual fields against applicable data validation templates at the point you leave a field.
| Important: The Check as you Type option should be used with care. This may cause performance issues if you have lots of data validation templates and it also only checks the value of the field is correct, it will not test for missing mandatory fields. It is recommended that you run check either manually or using the check on unblock/document release functionality unless you have a specific requirement for this option. |
In the master data section, there are two sets of options for some key areas of master data. The first, Block New Records will automatically create new records with a blocked status. This prevents the records from being accidently used if they are not complete or have not had a data validation check. The second, Check on Unblock will automatically run any associated data validation templates when the Blocked status is removed. if the master data record fails data validation the Blocked status will be retained.
The document section allows you to specify that any data validation templates associated with either the document header or related lines should be automatically run when the user releases the document. If the document fails data validation then the errors will be displayed and the document will retain an Open status. These options prevents a document being released if they contain incomplete or invalid data and can help prevent problems in downstream business processes. If these options are enabled data validation checks will also be made before posting a pre-payment invoice (where applicable) against an open document.