Using Partial Save with ClickLink Rules

The partial save feature lets you control ClickLink Rule error handling. When it is enabled, records will be saved even if some of the records selected for processing fail to save. Conversely when partial save is disabled, if one or more of the selected records fail to save, then no records will be saved.

Note:

If a rule is run as a child from another rule, then it inherits the partial save setting from the master rule. If it is run independently then its partial save setting takes effect.

Examples

1. A scheduled job processes a master record with a header and 10 associated line items, and there is error on line item 6. With partial save enabled the header and 9 valid lines of the master record would be saved and an entry made in the error log for line item 6. If partial save is not enabled, no header or line items are saved.
2. You process 3 invoices of 300 lines each. There is a failure on a line of the second invoice. With partial save enabled invoices 1 and 3 and all valid lines on invoice 2 are saved. If partial save is not enabled then invoices 1 and 3 are saved.

Note:

A batch is typically one master record, however a batch may be more than one record if invoked via the API.

Reprocessing a partially saved record

When a ClickLink rule is run the source records are set to a status of Processed regardless of whether a record has been saved successfully. If a record has been processed but only partially saved as a target record then you must either:

• add the unsaved lines to the target record manually

or

• if you are using a field to indicate Processed lines, correct the lines at source and reset the record and relevant lines to Unprocessed. When you reprocess the record a new target record will be created with the required lines.