Create a skipped record rule

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create skipped record rules based on your set conditions to define your customizations after an upgrade.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to Skipped Rules using one of the following ways.
      Option Navigation
      Using left navigation Navigate to All > Admin Center > Upgrade Management > Skipped Rules.
      Using Admin tab option Navigate to Admin > Upgrade Management > Skipped Rules.
      A list of available rules shows up.
      Note:
      By default, a few inactive sample rules have been provided. You can set it to active if you want to use the sample rules.
    2. Select New to create a new skipped record rule.
      The Upgrade Skipped Record Rules form shows up.
      Note:
      The new rules are active by default. You can make them inactive if you don’t want to use them.
    3. Fill in the fields on the form.
      Field Description
      Name Name of the rule.
      Order Order in which the rule runs.
      Note:
      The order number automatically increments from the last rule order created.
      Active Option to activate the rule.
      Conditions Conditions as to when the rules are implemented on the skipped records.
      Note:
      These conditions are only for skipped records that are not being reviewed. If you set the disposition condition to anything other than the skipped records, that condition doesn’t work.
      Action Option to choose one of the four following actions:
      • Keep My Modifications (Always Retain)
      • Revert and Keep Inactive
      • Assign Skipped Records to User
      • Assign Tags to Skipped Records
      Note:
      Based on the selected action, a message shows up with more information.
      Comment Add a comment on the conditions being set.
    4. Select Submit.
      The new rule appears on the list of available rules.

    What to do next

    You can now run the skipped record rules either automatically during an upgrade or can run on demand on the skipped records. See Execute a skipped record rule for more information.