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Add Multiple Checks from a Template

DO Creating metadata or metric checks or templates

DQ Creating integrity checks or templates

Apply a template to many tables or files in one go. Each target you list becomes its own check, and every check is created as Draft, so you can review them before they run. To create a single check, see Add a Check from a Template.

Permissions

Adding checks from a template requires the Manager or Admin role, the Drafter team permission on each target datastore, and the module for the template's rule type. See Template Permissions.

Steps

Step 1: Click Library in the left side panel, then click the template. Its page opens.

Step 2: Click Add at the top right, then click Multiple Checks. The Bulk Add Quality Checks dialog opens on its Define step.

Step 3: For the first target, select the Datastore, then the Table / File and the Field or Fields the check applies to.

Step 4: Optionally, enter a Filter Clause for this target, and turn on Custom Anomaly Description to use a field's value as the anomaly description. The Filter Clause appears only when the template's rule type accepts one.

Step 5: Click Add New Target to add the next one, and repeat Steps 3 and 4. Use the edit and remove controls on a target to change it or drop it.

Step 6: Click Next. The Review step opens.

Step 7: Review the Coverage, then pick the Owner and the Anomaly Assignee shared by every check.

Step 8: Enter the Description and, optionally, the Tags.

Step 9: Click Create. The dialog shows Quality Checks Created, and the new checks wait under the Draft tab.

Activate after review

Open the template's Checks tab, review the drafts on their tables, and activate them. See Activate Draft Checks.