Clone a Check¶
DO Creating metadata or metric checks or templates
DQ Creating integrity checks or templates
Clone a check to create a new one from its configuration, then adjust what differs, such as the table, the fields, or a threshold. The original check is not changed.
Permission Required
Saving the clone requires the Drafter team permission on the target datastore to create it as Draft, or Author to create it as Active, and the module for its rule type. See Team Permissions.
Steps¶
Step 1: Open the Checks tab of the datastore, table or file, or field that holds the check.
Step 2: Click the Active or Draft tab, depending on the check's status. To narrow the list, pick a subtab, such as Important, Owned, or Favorite, or search and filter it. See Filter and Sort Checks.
Step 3: Open the check form: click on the check, then Edit . Or click the check, then on its page click at the top right and Edit . The check form opens.
Step 4: Click at the top right of the form, then Clone . The form switches to a new check, filled in with the original's configuration.
Step 5: Change what the new check needs, such as the Table / File, the fields, or the properties. To link the clone to a template, turn on Associate with a Check template and select the template. Each rule type's fields are described on its Create a Check page, listed in Getting Started with Checks.
Step 6: Click Validate. Qualytics tests the new check against its data without saving it, and a message shows whether validation succeeded.
Step 7: Click Save, or Save as Draft from the arrow next to it. A success message appears, and the new check is created.