Batch Update

The Batch Update feature in the Universal Tracking Application allows multiple records to be updated all at once.
The fields that can be updated are:

• Level 1: Status, Owner and Person

Contacts can assigned to records with a given Role

UTA Consumer/Provider

Level 1 records can be archived

• Level 2: Status and Owner
• Level 3: Status and Owner
• Time & Expenses: Status

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.

Note: Batch update is a very powerful tool. Review the implications below before enabling.

Enabling Batch Update

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

Visibility of the Batch Update tab is controlled on a per-role basis for each UTA using the Show Batch Update Manager Permission.

• Important: See below for the security implications of allowing Batch Update to be used.

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.

You can then de-select some records if required.

Update
Once you have selected the records you wish to update you should enter the new Status and/or Owner for those records in the Update Values section. Then click the Batch Update button.

A pop-up box will notify you when the Batch Update is complete.

• If you updated the Status, any Workflows associated with the new Status will be triggered during the batch update.

Note: the changes will not be shown on screen.

Important

Batch Update is a powerful tool. If the Batch Update tab is displayed, anyone with access to it will be able to change the Owner and Status on any Level 1 record.

• It ignores the Lock on Status, Roles That Override Lock and Roles That Can Set This Status settings on the Status pages.
• Records can be changed to a Status that is not associated with the given Template.
• Any Visibility Conditions or Browser Scripts that control the Owner or Status fields will be ignored.