Mass Maintenance

Create Custom Rules for Excel-initiated Requests

Rules are stored procedures that have been written and saved in a data source that is registered in the Stewardship Tier. A rule runs during a process to manipulate data, perform an extra step in the process, or finish a task the process starts. For example, a rule could dictate that once table A has been populated with 1000 rows of data, that data is archived in table B and removed from table A.

Mass Maintenance allows a Template Administrator to register custom rules  that will run when a template-level event occurs. A rule is set to run when a request is cancelled, created, deleted, or posted based on how that request’s template is configured.

A rule can also be registered to the Request Excel Create event for Excel-initiated requests. Once an external contact sends an Excel file to Mass Maintenance and the Excel file passes the initial validations, the request data is loaded into a staging table. Rules can then be run on the data before it is moved to the table used for the Data Entry role for the request.

These custom rules must exist in a data source that is registered to the Stewardship Tier (often in the cMass_Data database), and be registered to the template-level event on the Template (Event Rule) page.

Refer to Register Rules to Template-level Events for details on how to create custom rules for Excel-initiated requests.