Difference between revisions of "Batch Update"

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  [[Batch Update Custom Field Settings|Click here]] to go to the associated Wiki article.
 
  [[Batch Update Custom Field Settings|Click here]] to go to the associated Wiki article.
  
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==Enabling Batch Update==
 
This feature is accessed via the '''Batch Update''' tab on the menu bar:
 
This feature is accessed via the '''Batch Update''' tab on the menu bar:
 
:[[Image:BatchUp.png]]
 
:[[Image:BatchUp.png]]
 
If the '''Batch Update''' tab is not present it may have been disabled on the '''Settings''' page of the [[UTA]].
 
If the '''Batch Update''' tab is not present it may have been disabled on the '''Settings''' page of the [[UTA]].
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==Using Batch Update==
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First you need to enter the criteria you wish to filter by, and then click the '''Filter''' button.
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*For example, you may wish to display all records with a [[Status]] of '''Open''':
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:[[Image:BUC.png]]
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If you wish to filter by more than one criterion click the '''More Criteria''' button as many times as needed.
  
  

Revision as of 17:34, 29 May 2009

The Batch Update feature in the Universal Tracking Application allows the Owner or Status of multiple Level 1 records to be updated all at once.

There is also a Batch Update the for the settings section of Custom Fields,
found on the Field List page when editing Custom Fields.
Click here to go to the associated Wiki article.

Enabling Batch Update

This feature is accessed via the Batch Update tab on the menu bar:

BatchUp.png

If the Batch Update tab is not present it may have been disabled on the Settings page of the UTA.

Using Batch Update

First you need to enter the criteria you wish to filter by, and then click the Filter button.

  • For example, you may wish to display all records with a Status of Open:
File:BUC.png

If you wish to filter by more than one criterion click the More Criteria button as many times as needed.


Note: Security/validation not done!