Download a decision matrix as a CSV file to reuse the data to create another decision
matrix or to modify a large volume of data before reuploading the CSV file.
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 |
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On the Decision Matrix tab, click the name of the matrix.
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On the record page of the matrix, on the Related tab, click the link for the matrix
version.
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Click Generate CSV File.
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From the App Launcher, find and select Files.
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Find the generated CSV file.
The file name syntax is matrix version
name_timestamp.csv. For example: StudentDiscountEligibility V1_2021-08-04 14_37_45.csv.
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From the Show Actions menu for the file, click Download.
The CSV file downloads to your computer.
