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How to guide your clients to fix their own errors

Pre-configure correction options so your clients never face a blank error. Here's how to set up tailored solutions they can apply in one click.

Written by Stรฉphane Jauffret

When you share your target format with clients, they'll inevitably encounter errors โ€” values that don't match your format's requirements. The question is: how hard do you make it for them to fix those errors?

WeTransform lets you pre-configure correction options so your clients never face a blank error and a dead end. Instead, they see clear solutions they can apply in one click.

๐Ÿ›ก๏ธ How error solutions work

For each column constraint you define, you can configure one or more solutions โ€” pre-built correction options that WeTransform presents to your client when that constraint is violated.

When your client lands on Finalize and sees a red column, they click "Fix errors" and see the solutions you've configured โ€” not a generic error message, but a tailored list of choices specific to your business context.

โš™๏ธ Configuring solutions on a column

All constraints come with a pre-built solution by default.

And you can customize your own if you need.

In your target format, open a column and go to its error handling section. For each constraint, you can add solutions. Each solution has:

  • A name โ€” internal label, only visible to you (e.g. "Add leading zero to EAN")

  • A question โ€” what you ask your client (e.g. "What number do you want to add?")

  • A variable โ€” stores the client's answer (e.g. leading_number)

  • A rule โ€” the transformation applied automatically when the client chooses this solution

๐Ÿค– AI-suggested solutions appear automatically. Even without custom configuration, WeTransform always shows "Fix errors with AI" and "Fix errors in bulk" as default options. Your custom solutions appear alongside them โ€” giving your client the most relevant option first.

๐Ÿ›’ A concrete example

Your target format requires EAN codes to be exactly 13 characters. A client regularly sends files with 12-character EANs โ€” they forget the leading zero.

Instead of sending the file back with an error message, you configure a solution:

  • Solution name: "Add a leading zero to EAN" (internal)

  • Question to client: "Your EAN codes have 12 characters. Do you want to add a leading zero?"

  • Rule: IF EAN length = 12, THEN prepend "0" to EAN

When the client clicks this solution, all 12-character EANs are fixed automatically. No back-and-forth, no re-upload.

๐Ÿ” Solutions are remembered. Once a client chooses a solution, it's saved in their transformation configuration. Next time they upload a file with the same issue, the solution runs automatically โ€” they don't even see the error anymore.

๐Ÿ’ก Default transformation โ€” skip the question entirely

If you're confident a correction should always apply โ€” without asking the client โ€” you can configure it as a default transformation rule on the target format. It runs automatically on every file, before the client even reaches Finalize.

This is the most seamless experience for your clients: errors are corrected silently, they submit a clean file without knowing there was ever an issue.

๐Ÿ‘‰ What to do next

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