Modify Workflow Rules Using a Spreadsheet

After creating the rules using a spreadsheet template, you can modify them using a spreadsheet.

Note:

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:

1. Navigate to the Manage Rules in Spreadsheet page.

2. In the Rule templates section, select the required workflow.

3. 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.

4. 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.

5. On the Manage Rules in Spreadsheet page, select the required workflow in the Rule Templates section.

6. Click Upload. The Upload File dialog box appears.

7. In the File field, click Choose File.

8. From your local directory, select the compressed rule file to be uploaded for the rule creation that was generated from the workflow rules template.

9. Click Submit. A confirmation message stating the process ID appears.

10. Click OK.

11. 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.