Upload New Versioned Rows (Managed Package)

For the managed package runtime, you must create a new version of a row-versioned calculation matrix before you upload new data from a .csv file.

1. Make sure the CSV is in good shape. Most importantly, make sure all the column headers in the .csv file are identical to the headers in the existing calculation matrix.

   See Prepare a CSV File to Upload to a Calculation Matrix (Managed Package).

2. On the calculation matrix you're updating, click the Related tab.
3. Under Vlocity Calculation Matrix Versions, click New.
4. Enter the following information:

   • Name: Enter a name for this version of this calculation matrix.

     

     Tip

     Choose a name that makes it easy to understand the contents of this version of the calculation matrix. For example, CalcMatrix_ChangedRows12-24 or CalcMatrix_ChangedRowsForWesternStates2020.

   • Version Number: Enter a unique version number for this calculation matrix version. This version number does not relate to the row versions, but Vlocity needs it as a unique identifier for each matrix version uploaded.

   • Enabled: Select this checkbox to enable this version of the calculation matrix.

   • Start Date / Time: Enter the start date for the new and updated rows.

     

     Important

     The Date field is mandatory for row-versioned calculation matrices.

   • End Date / Time: Enter the end date for the new and updated rows.

     

     Tip

     If you need to update rows with an end date that's not today, don't delete the rows. Instead, create a .csv file that includes only the rows you want to set an End Date for.

   • Priority: Enter a unique priority number that calculation procedures can use to prioritize which in which order to search calculation matrices.

   

   Note

   Don't enter anything into the End Date / Time fields unless you're updating rows specifically to give them an end date. In row-versioned calculation matrices, Vlocity sets end dates behind the scenes. If you enter specific end dates, you may get unpredictable results.

5. Click Save.
6. Click the name of the matrix version you just created.
7. Click Upload CSV.
8. Choose your new CSV file, then click Upload.
9. Review the matrix.
10. Click Save Data.