Skip to main content

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 StΓ©phane Jauffret
Updated over 2 weeks ago

When you share your target format with clients, they'll inevitably encounter errors β€” 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.

πŸ›‘οΈ How error solutions work

For each column constraint you define, you can configure one or more solutions β€” 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 β€” not a generic error message, but a tailored list of choices specific to your business context.

βš™οΈ 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 β€” internal label, only visible to you (e.g. "Add leading zero to EAN")

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

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

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

πŸ€– 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 β€” giving your client the most relevant option first.

πŸ›’ A concrete example

Your target format requires EAN codes to be exactly 13 characters. A client regularly sends files with 12-character EANs β€” 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.

πŸ” 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 β€” they don't even see the error anymore.

πŸ’‘ Default transformation β€” skip the question entirely

If you're confident a correction should always apply β€” without asking the client β€” 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.

πŸ‘‰ What to do next

Did this answer your question?