Add a Check from a Template¶
DO Creating metadata or metric checks or templates
DQ Creating integrity checks or templates
Apply a check template to a table or file to create a check from it, without filling in the rule again. A template can be applied as many times as you need, so the same rule runs the same way across datastores.
Permissions
Adding a check from a template requires the Manager or Admin role. Saving the check also requires the Author team permission on the target datastore to create it as Active, or Drafter to create it as a Draft. Creating the check requires the module for the template's rule type. See Feature Availability.
Many tables at once
To create checks on several tables or files in one go, use Multiple Checks on the template's page. See Multiple Checks Creation.
Locked and Unlocked Templates¶
The template's lock decides how the new check follows it:
| Template | What the check inherits |
|---|---|
| Locked | The check stays in sync with the template: later updates to the template reach the check. Only the datastore, table or file, and fields can be changed on the check. |
| Unlocked | The check's properties can be changed freely, and later updates to the template no longer reach it. While you create the check, an empty Filter Clause keeps the template's filter, so clearing it has no effect. To change the filter, enter one of your own, which replaces the template's. |
To create a check that does not follow the template at all, turn off Associate with a Check template before saving.
Steps¶
Step 1: Click Library in the left side panel. The Library page opens with the list of check templates.
Step 2: Click next to the template you want to apply. A menu opens.
Step 3: Click Add Check . The check form opens with Associate with a Check template turned on and the template already selected.
Step 1: Click Library in the left side panel, then click the template you want to apply. Its page opens.
Step 2: Click Add at the top right. A menu opens.
Step 3: Click Single Check. The check form opens with Associate with a Check template turned on and the template already selected.
Step 4: Select the Datastore, then the Table / File, and the Fields the check applies to.
Step 5: Review the rest of the form. On a locked template, only the target can change. On an unlocked template, you can adjust any property. See Locked and Unlocked Templates.
Step 6: Click Validate. Qualytics tests the check against the selected data without saving it, and a message shows whether validation succeeded.
Step 7: Click Save. A success message appears, and the check is created, linked to the template.