Creating Custom Rules (OP Labs Only)

 Once your SDR is set up and has established rules for each variable, you’re ready to create custom rules inside ObservePoint to validate your data. This functionality makes the SDR act as a testing plan instead of only a variable reference.

Custom compliance rules can be set up manually in ObservePoint to validate that the variables are actually capturing the data in the way we would expect, based on the SDR. This solves a significant challenge with SDRs because it applies all the hard work you’ve done to set it up.

Before you automatically generate custom rules in ObservePoint, make sure rules are defined for each variable. Then click the button called Sync OP Compliance Rules.

The tool will access your ObservePoint account and create a large ruleset with the instructions from each variable creating a rule.

When you sync the SDR to the ObservePoint compliance rules, the following components are set in ObservePoint:

Page Filter: Set from Scope column. If the variable has a Global scope, the Regular Expression for the Page Filter will be set to .* in order to make the rule apply to every page.

Tags Matching Filter: This is automatically set to match on Adobe Analytics.

Expected Results: This is the actual rule that gets created from the SDR Builder. The condition is set from one of the following columns in the SDR Builder, listed here by priority:

  1. Approved Values column: If there is anything in this column, the approved values are set up as Regular Expression OR statements (e.g.: “bronze|silver|bronze”).
  2. Auto RegEx column: If the Approved Values cell is blank, the Regular Expression from the Auto RegEx column is set up as the rule.
  3. Format and Delimiter columns: The Regular Expression from the Format cell is used to create a rule. If a Delimiter has also been selected, it will add the delimiter to the Regular Expression in the compliance ruleset.
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