Difference between revisions of "Batch Update"

Revision as of 17:38, 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:

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

Using Batch Update

Filter
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.
• If you want to display all records click Filter without entering any criteria.

Select
Next you need to select the check box to the left of all records you wish to update.

• If you want to select all records click the check box at the very top of the list which will Select All

Update

Note: Security/validation not done!