When using the Append option while uploading a CDIF via DLA, how does the system decide whether to overwrite or add new data to existing records?

Created by Amit Kadam, Modified on Wed, 27 Aug at 4:34 PM by Amit Kadam

  • When uploading a CDIF using the Append option in DLA, the system determines whether to add or overwrite data based on each column’s configuration. This behavior varies by tab and is defined by three key rules:
  • Value Type (Single vs. Multiple)
    • Single: The column accepts only one value. If a new value is provided, it will replace the existing one.
    • Multiple: The column accepts multiple values. New data will be added alongside existing entries.
  • Action Type (Add vs. Update)
    • Add: The new value is appended to existing data. Both old and new values appear in the system.
    • Update: The new value replaces the existing data. Only the updated value is retained.
  • Key Fields
    • Certain columns are marked as Key fields. These are mandatory for the Append action to work, as they are used to identify which specific records should be updated.
    • If the Key field is missing or mismatched, changes will not be applied for that row or tab.
  • For example, if a supplier already has a custom risk score and a new score is uploaded:
    • If the column is marked Single + Update, the score will be replaced.
    • If it's Multiple + Add, the score will be added in addition to the existing one.
  • To fully understand how each column behaves during an Append upload, refer to the attached reference file:
    CDIF-Columns-Analysis-For-Append.xlsx, which outlines tab-wise logic and column-specific behavior.

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