To copy all the data from a selected decision matrix version to a new version easily and
quickly, create the version from an existing 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 |
Rules Engine Designer |
| To run decision matrices |
Rules Engine Runtime |
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Click
, and then find
and select Business Rules Engine.
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Click the app navigation menu, and then select Lookup Tables.
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Select a decision matrix.
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On the Related tab of the record page for the decision matrix, select the version from
which you want to create a new version.
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In the details section of the selected version, click New
Version.
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Select an option:
- If you don’t want to include rows from the selected version in the new version, select
Include column headers.
- To include both column headers and rows in the new version, select Include
column headers and rows.
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Enter a name for the new version.
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Add a start date time and, if necessary, an end date time for the version.
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Enter a rank number.
Ensure that the rank is unique within the decision matrix.
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Enter a version number.
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Click Done.
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To activate your decision matrix version, from the actions menu for the new decision matrix
version, select .
Expression sets can call only active matrix versions.
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Save your work.
Note You can copy up to 50,000 rows simultaneously. The time taken to create a version depends on the number of rows that you copy.