Promote Quality Checks

Quality check promotion copies check definitions from a source container to a destination container. The destination can be on the same or a different datastore. This page documents the bulk workflow triggered from the source container's Settings > Promote > Quality Checks menu.

Prerequisites

• The user has Editor team permission on both the source and the destination container.
• The source container has at least one quality check in Active or Draft status. Checks in Archived or Discarded status are automatically excluded from promotion — even when listed explicitly by ID.
• The destination container exists and has fields that match the source check's field references by name. Destination fields in Excluded or Missing status are treated as if they did not exist — the check will be promoted as Draft with a warning. Activate the destination field first if you want the check to use it.

Where to Trigger

The flow described on this page starts from the source container and operates in bulk. A single quality check can also be promoted from its context menu — that flow skips the selection step and goes directly to the destination settings.

What Happens During Promotion

1. Matching: For each source check, the platform first looks for a previous promotion to the same destination container (see Entity Matching). If no previous promotion is found, it falls back to overlap matching — looking for a check with the same rule type, fields, properties, and filter.
2. Field resolution: Source check fields are matched to destination container fields by name. If a required field does not exist on the destination, the check is promoted as Draft with a warning.
3. Comparison: If a match is found, the platform compares the source and destination definitions:
   • Identical: The check is skipped (no changes needed).
   • Different: The destination check is updated with the source definition.
   • No match: A new check is created at the destination.
4. Tag assignment: Source check tags are carried over. Any additional tags specified in the promotion are also applied.
5. Result recording: A promote result is recorded linking the source check to the destination check, so future re-promotions can find this destination directly.

After Promotion

• The operation runs asynchronously. Monitor its progress from the Activity page.
• Review per-check results to verify each check's outcome — created, updated, skipped, or failed.
• If checks were promoted as Draft, navigate to the destination container to review and activate them.

Fields

Select Checks

The first step of the modal — choose how to pick which quality checks to promote.

REF.	FIELD	DESCRIPTION
1	Source Datastore	The datastore the checks are being promoted from (read-only).
2	Table	The source container the checks are being promoted from (read-only).
3	All	Include every non-archived quality check on the source container. The total count is displayed.
4	Specific	Hand-pick individual checks from a paginated list. Search by identifier or description; toggle Include Draft and Include Inferred to refine.
5	Tag	Include every check associated with one or more selected tags.

Destination Setup

The second step of the modal — configure where the selected checks should be promoted to.

REF.	FIELD	DESCRIPTION
1	Destination Datastore	The datastore where the promoted checks will land. Any datastore in your deployment is available.
2	Table	The destination container (table) within the selected datastore. Use the search field to filter by name.
3	Assign additional tags	Optional tags applied to the promoted checks at the destination, in addition to inherited source tags.
4	Promote As Draft	When enabled (default), promoted checks are created in Draft status — they won't run until manually activated. When disabled, new checks are validated against the destination container in batches of 10. If validation rejects a check, the just-created destination row is deleted and the source check is recorded as failed.

Steps

Step 1: Open the source container overview and click the Settings gear icon in the top-right corner.

Step 2: The settings menu opens, listing the available actions for the container.

Step 3: Click Promote to reveal the submenu.

Step 4: The Promote submenu opens, showing the entity types available for promotion.

Step 5: Click Quality Checks to open the promotion modal.

Step 6: The Promote Quality Checks modal opens at the Select Checks step.

Step 7: Choose All, Specific, or Tag (see Select Checks for the field reference), then click Next to proceed.

Step 8: The second stage of the form opens — the Destination Settings step.

Step 9: Fill in the destination datastore, table, optional tags, and the Promote As Draft toggle (see Destination Setup for the field reference). Click Promote to start the operation.

Step 10: A confirmation toast appears — the operation has been queued. Track progress on the Activity tab and review per-check results once the operation completes.