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Importing SIS records from CSV.
How do I make it so that when “Interaction Source =Student Information System” that “Interaction Status” does not go into “Audit Required”, with Audit Reason
Reason: this Interaction was not processed because it is a possible duplicate of –
I have data where the applicant has applied for multiple programs and I want it to be new Interactions for each record and create the Opportunity process. When I import the attached, it does the first one and then goes into audit required with the rest. From reading the technical guide I know I can simple change the Interaction Status to New and it will ignore the duplicate warning and get processed. But I’ll be mass uploading over 90,000 records I can’t manually make this change every day for so many records.
I tried making both a Process Build and Workflow with criteria Interaction Source = SIS then update the record of Interaction Status to New but that only changes one of them for some reason.
The text was updated successfully, but these errors were encountered:
Importing SIS records from CSV.
How do I make it so that when “Interaction Source =Student Information System” that “Interaction Status” does not go into “Audit Required”, with Audit Reason
Reason: this Interaction was not processed because it is a possible duplicate of –
I have data where the applicant has applied for multiple programs and I want it to be new Interactions for each record and create the Opportunity process. When I import the attached, it does the first one and then goes into audit required with the rest. From reading the technical guide I know I can simple change the Interaction Status to New and it will ignore the duplicate warning and get processed. But I’ll be mass uploading over 90,000 records I can’t manually make this change every day for so many records.
I tried making both a Process Build and Workflow with criteria Interaction Source = SIS then update the record of Interaction Status to New but that only changes one of them for some reason.
The text was updated successfully, but these errors were encountered: