Create a Grouped Calculation Matrix (Managed Package)

For the managed package runtime, created grouped calculation matrices can be a bit tricky. Hang in there!

1. On the Vlocity Calculation Matrices page, click New.
2. On the New Vlocity Calculation Matrices window, choose Group.
3. Enter a Calculation Matrix Name.
4. (Optional) If you plan to use a wildcard column, enter the following:

   • Wildcard Column: The name of the column that can have a wildcard entered as a user value.

   • Wildcard Value: The value a user can enter that's the wildcard.

   Be sure to add the Wildcard Value to its column in the CSV file.

5. Enter a Group Key. (Required)

   You'll only do this once per group.

6. Enter a Sub Group Key. (Optional)

   You'll do this only once per subgroup.

7. Click Save.
8. Click the name of the Matrix Version you just created.
9. Enter a Group Value.
10. If you're using subgroups, enter a Sub Group Value.
11. (Optional) You can add and change the following:

    • Name

      You can change the name of this matrix version to something more descriptive.

    • Priority

    • Version Number

    • Start Date/Time

    • End Date/Time

    After you've made your changes, click Save.

12. Still on the matrix version page, click Upload CVS. See Upload a CSV File to Create a Calculation Matrix (Managed Package).

    If you're creating this group of matrices by hand in Vlocity, click Add Headers.