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Batch Update

94 bytes removed, 14:43, 16 May 2013

→‎Using Batch Update

==Using Batch Update==

===Choose Level===

First you must select which group of records you wish to update: Level 1, 2, 3 or Time & Materials, using the uppermost combo box on the search panel:

[[Image:BatchUpdate.png]]

===Search===

You should can 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 the Records per Page preference in your [[Personal Settings]]) you may want to click '''Show All''' so they can all be displayed:

* 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.''

 

===Click on the "Batch Update" Button===

Click the Batch Update button ({{BatchUpdateButton}}) at the bottom of the [[list view]]. The batch update window will pop up.

===Select Field(s) to Update===

Once you have selected the records you wish to update you should enter 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.

'''Note:''' If you updated the [[Status]], any [[Workflows]] associated with the new [[Status]] will be triggered during the batch update.

 

==Additional Information==

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Arthur Lathrop

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