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Business Rules Engine
Create or Modify Decision Matrices by Using CSV Files

Create or Modify Decision Matrices by Using CSV Files

Use CSV files to create or update decision matrices to save time and effort, especially if you're dealing with sizable data. Create the CSV file in the specified format to successfully add data to a decision matrix version.

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, update, and delete decision matrices and matrix versions: Rule Engine Designer
To use decision matrices in Business Rules Engine: Rule Engine Runtime
  • Considerations for Preparing a CSV File for Upload
    Let’s look at the prerequisites and considerations to prepare your CSV file. Ensure that the file complies with the specified format to make sure that your CSV upload goes smoothly and that all the data is added or updated successfully.
  • Create a Standard Decision Matrix by Using a CSV File
    Use a CSV file to create decision matrices, especially if you're dealing with sizable data, and save the time and effort of manually creating column headers and adding row data.
  • Modify a Standard Decision Matrix by Using a CSV File
    Use a CSV file to update the data in decision matrices to save the time and effort of manually updating the data, especially if you're dealing with sizable data. When you use a CSV file to update an existing matrix version, only row data is updated.
 
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