Upload Validation Rules

Bulk import validation rules from Excel file

Upload Excel File
Note: Existing rules with same Category + Field Name will be updated. New rules will be created.
Back to Rules
Excel Format Instructions
Required Columns:
  • Category - COLLECTIONS, TRANSACTION_CHARGES, EMPLOYEE_INCENTIVES
  • Field Name - Human-readable field name
  • Validation Type - MASTER_LOOKUP, REQUIRED, RANGE, ENUM
  • Source Table - Table to validate from
  • Source Column - Column to validate
Optional Columns:
  • Master Table - Reference master table (for MASTER_LOOKUP)
  • Master Column - Column to match against
  • Is Blocking - TRUE/FALSE (default: TRUE)
  • Severity - ERROR, WARNING, INFO (default: ERROR)
  • Error Message - Custom error message
  • Threshold % - Failure threshold percentage (default: 0)
Download Excel Template with sample data and correct format.
Example Format
Category Field Name Validation Type Source Table Source Column Master Table
COLLECTIONS city MASTER_LOOKUP trail_history_dump_inputs city city_master
COLLECTIONS agreement_no REQUIRED trail_history_dump_inputs agreement_no