Sandbox Validation Framework

Updated 



Note:

This feature is a

Limited Availability

feature and DP controlled. To enable this feature in your environment, contact your Success Manager. Alternatively, you can submit a request at tickets@sprinklr.com.

The Validation Framework in Sandbox Changeset Management process is used while moving changesets from one environment to another.



The Validation Framework offers a structured mechanism to detect and flag potential issues within a changeset prior to deployment. It categorizes issues into two types:

  • Warnings – Informational messages indicating potential concerns that do not block deployment.

  • Errors – Critical issues with higher severity.



On the Review Issues window of the Inbound ChangeSet page, you can validate the issues and warnings and take appropriate actions.









Working Mechanism

Before a changeset is deployed, the system:

  1. Analyzes the contents of the changeset.

  2. Validates the changeset.



Based on predefined validation rules, each entity in the changeset is tagged Warning or Error.



A validation summary is presented to the user, who must acknowledge or skip each warning and error before continuing.





Example Scenario

Consider a changeset that includes the following:



  • A Chatbot Configuration with a language update not available in the destination environment.

  • A Custom Field with updated values.

    

Validation Results



Entity

Object Name

Validation Type

Chatbot

Chatbot Language

Warning – Language is being updated.

Custom Field

Field Values/Type

Warning – Custom field value updated.



The deployment will be blocked until all errors are resolved and all warnings are acknowledged or skipped by the user.



Deployment process for Inbound ChangeSet



  1. Click the New Tab icon. Under the Platform Modules, click All Settings within Settings.

  2. On the Platform Settings window, click Sandbox Manager from the left pane and select Inbound ChangeSets in the right pane. The list of Inbound ChangeSets are displayed.

  3. From the three-dot menu, select Review Issues.

    

    

  4. Address and close all open validation items.

    • The Review Issues window displays the Object Name, Entity, Error/Warning of the corresponding object and entity, and Last Modified By fields.

    • You can either Acknowledge or Skip the error or warning for each of the objects that is getting updated.

    • You will also be able to view the list of Pending issues, Acknowledged issues, and Skipped issues.

    

  5. The Collaborate tab helps in collaborating with the person who has added or modified the entity and resolve the error/warning amicably. Multiple users can collaborate and work on resolving the error.

    

  6. Depending on whether or not Tiered Approval is creating for the changeset, perform the following steps:

    When Tiered Approval is not created for the changeset,

    • Click on Validate and Deploy to trigger the second round of validation before deployment.

    • After resolving any validation issues, proceed to deploy the changeset.

    • If the changeset is rejected:

      • The approver can add rejection comments explaining the reason.

      • The user can make the necessary changes and send it again for approval. .

    When Tiered Approval is created for the changeset,

    • Click on Submit for Approval.

    • From the Select Approval Path window, choose the appropriate Approval Path for the changeset. The Tiered Approval flow that are created in the Tiered Approval​ will be listed in the Approval Path drop-down.

      

      

    • Approvers review and either approve or reject the changeset based on the configured Tiered Approval flow.

      

      

      Note:

      When the final approver reviews the changeset, they will click

      Validate and Deploy

      to initiate the

      second validation

      before deployment.

    • After resolving any validation issues, proceed to deploy the changeset.

    • If the changeset is rejected:

      • The approver can add rejection comments.

      • The user can make the necessary changes and send it again for approval.

Versioning Mechanism in Sandbox ChangeSet Management

The Versioning Framework in the Sandbox Changeset Management process is introduced to enhance environment traceability and control. This feature will enable users to:

  • Track and manage multiple states of sandbox environments.

  • View detailed histories of changes and previous versions.

  • Compare different sandbox versions to identify changes.

The Sandbox Versioning is supported for the following entities

  • Custom Fields

  • Rules

  • Users

This will ensure that changes to these entities are version-controlled in the sandbox environment, enabling safer deployments and better traceability.

On the Review Issues page, the version of the entities will be displayed which will help identify the versions. You can use the version of the entity that you need.