Enable Sender-Based Inbound Validations

Learn how to enable sender-based validation rules for E2B(R2) and E2B(R3) import.

About the Feature

With the 24R1 release, support for adding validation criteria per Transmission Profile was added to Vault Safety. When an E2B Transmission is received through an AS2 Gateway or through the Vault API, Vault Safety will validate the E2B based on the validation criteria set on the sender’s or organization’s Transmission Profile.

After completing the enablement on this page, see Manage Transmission Profiles to add validation criteria to Transmission Profiles.

For more information on E2B import through an AS2 Gateway or Vault API, see Receive an E2B Transmission.

Enable the Sender-Based Inbound Validation Setting

The Enable Sender-Based Inbound Validation setting allows the system to generate the inbound validation results on the Inbox Item’s Inbound Validation Result section.

Complete the steps below to enable this setting:

1. Go to Admin > Settings > Intake Settings.
2. Select Edit.
3. Select the Enable Sender-Based Inbound Validation checkbox.
4. Save the page.

Insert the Inbound Validation Results Section on Inbox Items

Perform the steps below to insert the Inbound Validation Results related objects section to the Inbox Item layout:

1. Go to Admin > Configuration > Objects > Inbox Item > Layouts > Inbox Item Detail Page Layout.
2. Hover over the area where you want to insert a new section and select the Plus icon > Insert Section > Related Object > Continue.
3. Complete the following information:
   • Related Object: Inbound Validation Result
   • Section Label: Inbound Validation Results
   • Section Name: inbound_validation_results
   • Creation Option: Create record in new page
4. Select Done.
5. (Optional) In the Case Validity and Source section, add the Rejection Reason field.
   If you add this field to the layout, we recommend adding a layout rule to only show this field on the Inbox Item when the system populates it. See step 7 for details.
6. Save the page.
7. In the Inbox Item Detail Page Layout, select Layout Rules.
8. Select Create.
9. On the Create Layout Rule page, complete the following information:
   • Label: Hide Rejection Reason
   • Description: Hide Rejection Reason field unless populated by system.
   • IF this Layout Rule Expression is TRUE: IsBlank(rejection_reason__v)
   • Apply the following display effects:
     • Effect: Hide
     • Type: Fields
     • Values: Rejection Reason
10. Select Save.

Insert the Validation Criteria Section on Transmission Profiles

You must insert the Inbound Validation Criteria section so that you can define the Validation Criteria for each Transmission Profile. Insert this section to the following Transmission Profile layouts:

• AS2 Gateway layout
• System Gateway layout
• Transmission Profile layout

1. Go to Admin > Configuration > Objects > Transmission Profile > Layouts > [Layout].
2. Hover over the area where you want to insert a new section and select the Plus icon > Insert Section > Related Object > Continue.
3. Complete the following information:
   • Related Object: Inbound Validation Rule > Validation Criteria
   • Section Label : Inbound Validation Criteria
   • Section Name: inbound_validation_criteria
   • Creation Option: Create record in pop-up dialog
4. Select Done.
5. Save the page.