Cross-Validation Rules CSV Import

Overview

Users can import Cross-Validation Rules in bulk by following the instructions below.

Step by Step Process

1. Fill out the applicable information in the Cross-Validation Rules Import Template
2. Each tab in the file will need to be saved separately as a CSV file and imported separately: Rules, Filters, and Requirements
3. Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
4. For Import Type, choose Custom Records and for Record Type, choose Netgain Tools Cross-Validation Rule   View full size
5. Under the CSV files section, click Select and upload your saved CSV file
6. On Import Options, make sure Add is selected and Run Server SuiteScript and Trigger Workflows is checked View full size
7. Follow the prompts to finish the import
8. Repeat the above steps for Filters and Requirements, selecting the appropriate Record Types accordingly
9. Lastly, please validate your rules via Netgain > Cross-Validation Rules > Rules.