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Edit Decision Tables with CSV Files
Download an existing decision table as a CSV file, make bulk edits directly in the file, and upload it back. You can either append new rows of data to an existing table or overwrite the existing values.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions for clouds that have Business Rules Engine enabled |
| User Permissions Needed | |
|---|---|
| To create, edit, and activate a decision table: | Rule Engine Designer |
| To run decision tables: | Rule Engine Designer OR Rule Engine Runtime |
- From the App Launcher, find and select Business Rules Engine.
- Click the app navigation menu, and select Lookup Tables.
- Select the decision table that you created by using a CSV file as the source.
- On the Table tab, click Add CSV Data. The Add Data to Decision Table dialog box appears.
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Select how you'd like to upload the CSV data.
To add rows of data to the existing table - In Manage duplicate rows, select Append.
- Click Upload Files, and select the CSV file from your system that contains the new rows.
- Click Add Data. The data in the CSV file is added to the decision table as new rows.
The first row in your CSV file must match the column names of the decision table.
To overwrite the rows of data in the existing table - In Manage duplicate rows, select Overwrite.
- Click Prepare file for download.
The existing data in the decision table is converted into a CSV file, which is hosted in Files.
It takes a few minutes to prepare the CSV file. CSV files can be downloaded at any time from Files.
The CSV File contains row IDs that correspond to data in the decision tables. - From the App Launcher, find and select Files.
- Download the CSV file, then edit the data in the downloaded file and save your changes.
You can delete rows of data from the table by removing the values corresponding to the row IDs in the CSV file.
Make sure that the row IDs and the commas are retained in the edited CSV file.
- Click Upload Files, and select the updated CSV file from your system.
- Click Add Data.
Warning Due to some technical limitations with popular CSV editing tools, very large numeric values are converted into scientific notation. For example, if your file contains the value 619903629728, it's converted to 6.19904E+11 when the file is saved. When the file is then imported into Business Rules Engine, it causes formatting issues, resulting in failed lookups. To avoid this, follow safe editing best practices as outlined here.- Configure your CSV editor to treat numbers as text.
- If your editor has a setting to disable scientific notation conversion for very large numbers, use the setting.
- Consider using a specialized editor such as EmEditor, which is designed for avoiding such issues. This is especially useful for large edits.
- For minor edits, consider using simple apps such as Notepad, which saves your content as text.
The data in the CSV file is added to or overwrites the data in the decision table.
To view the updated rows in your decision table, refresh the page. To verify the status of the CSV file being uploaded, see the CSV Upload Status on the Table tab.
