Modify Workflow Rules Using a Spreadsheet
After creating the rules using a spreadsheet template, you can modify them using a spreadsheet.
Each time you make modifications, a new set of rules are created. The new rules overwrite the existing rules.
To modify workflow rules using a spreadsheet, perform the following steps:
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Navigate to the Manage Rules in Spreadsheet page.
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In the Rule templates section, select the required workflow.
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For the workflow, select the link in the Last Successful Upload column. Save the copy of the last successfully uploaded rule template to your local computer.
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Make the necessary changes in the spreadsheet and click Generate Rule File. A compressed file is generated. Save the generated rule file in your local directory.
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On the Manage Rules in Spreadsheet page, select the required workflow in the Rule Templates section.
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Click Upload. The Upload File dialog box appears.
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In the File field, click Choose File.
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From your local directory, select the compressed rule file to be uploaded for the rule creation that was generated from the workflow rules template.
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Click Submit. A confirmation message stating the process ID appears.
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Click OK.
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Check the status of the upload in the Upload History section.
Note:If the upload fails, the status is displayed as Error. Click Error to download the Error CSV file. Review the error details, resolve the errors, and generate the rule file again.