Custom Data Rules to protect data import

Question

I enjoyed Daniel Callahan's presentation on data validation using custom data rules during the Virtual Empower 2020. I have deployed some of the concepts he presented in a current project.

The portion of the presentation that most intrigued me was brushed through but not covered in depth. Daniel mentioned using custom data rules to validate data before importing into the table.

Has anyone used custom data rules to validate data before it is imported? I am comfortable with Quick Base formulas but am not sure how write a formula that will look at data during the import process. Does anyone have a suggestion for how best to accomplish this validation process?

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Paul Peterson
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MarkShnierYou · Answer

For custom data rules it does not matter how the record is being created. Whether it's been created on a form or by an API or by the import process the nice thing about custom data rules is that they globally apply.

So if you can see your conditions in words and turn that into a formula then that is all you need to do.

Post back if you're having trouble writing the formula but basically you write a formula that calculates to an error message, and if the error message is blank then the record will save and if it is not blank then it will fail.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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