Changes

Batch Update

227 bytes added, 17:58, 14 May 2010
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You should use the search panel on the right to find the subset of records you wish to update.
* You can use the '''Search within result''' check box to further refine your search.
* If there are more records than fit on one page (depending on your the Records per Page preference on in your[[Personal Settings]]) you may want to click '''Show All''' so they can all be displayed:
:[[Image:BupShowAll.png]]
 
===Select Records===
===Select Field(s) to Update===
Once you have selected the records you wish to update you should enter the new '''[[Status]]''' and/or '''Owner''' etc. for those records in the '''Update Values''' section. * When updating Level 1, if you wish to add a contact to the contacts section you must also select which [[Role]] they will be added with.
===Update===
Ensure the records selected and fields to be updated are correct. Then click the '''Batch Update''' button at the bottom of the page.
* As each record is updated a green check will appear beside the record.
* A pop-up box will notify you when the Batch Update is complete.
A pop-up box will notify you when the Batch Update is complete.  * '''Note:''' 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.
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