Records not updating through bulk upload in custom table

[Shubham Deep]

Hi team,

I have created a custom form and defined some mandatory and conditional mandatory fields, The records are getting created through bulk excel upload and the existing records also gets updated through the same bulk upload. The manual update is possible to update the records.There are two sections in which the records are getting captured, if all the mandatory fields are filled in then it is getting captured in the submitted section and rest are captured in saved section for any mandatory field not filled. What is the best way to achieve this both for bulk upload as well as manual upload.

Thanks,

Shubham

[Abbas_5]

Hi @Shubham Deep,

Please refer to the below link:
https://www.servicenow.com/community/now-platform-blog/conducting-bulk-mass-updates-to-records/ba-p/...

If it is helpful, please mark it as helpful and accept the correct solution.

Thanks & Regards,

Abbas Shaik

[MackI]

Hi @Shubham Deep 

• Define Mandatory and Conditional Mandatory Fields: Ensure that the mandatory and conditional mandatory fields are properly defined on your custom form.

• Use Business Rules: Implement business rules to check the completion of mandatory fields and categorize records accordingly. Business rules can run on insert and update operations to ensure that records are correctly categorized whether they are created or updated manually or through bulk upload.

• Scripted Logic for Bulk Upload: Implement a script to handle the bulk upload process. This script can validate each record, checking if all mandatory fields are filled, and then set the appropriate status.If you are using a scripted REST API or a scheduled job for bulk uploads, you can incorporate the validation logic within the script.If you are using a scripted REST API or a scheduled job for bulk uploads, you can incorporate the validation logic within the script:

• Client Scripts for Manual Updates: Use client scripts to provide real-time validation feedback to users when they manually update records. These scripts can ensure that users are aware of any missing mandatory fields before they attempt to save or submit a record.

If you like this opinion and your problem is resolved after reviewing and applying it. Please kindly mark this your best answer‌🌠‌ OR  mark it  Helpful ‌⛑‌ if you think that you get some insight from this content relevant to your problem and help me to contribute more to this community

[MackI]

hi @Shubham Deep 

I feel good that you benefited by using my explanation and steps 

A small request from my end, If you like this opinion and your problem is resolved after reviewing and applying it. Please kindly mark this your best answer‌(Accepted Answer)🌠‌  and help me to contribute more to this community