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→Enabling Batch Update
==Overview==The SmartSimple '''Batch Update''' feature will save members of your team a significant amount of the time. It offers the ability to update multiple records from one screen. In particular, Batch Updates is very useful for tasks such as updating payment records from pending to paid, or changing the status of an application already assigned for review. Rather than needing to go into each individual record to update the information, Batch Updates takes care of multiple records from a single list view. ==Available Fields==The '''Batch Update''' feature in allows multiple records to be updated all at once, whether against records within the [[Universal Tracking Application]] allows the or against company / user records. The fields that can be updated are: :* '''OwnerLevel 1''' or : [[Status]] of multiple , Owner and Person:*: [[Relating Contacts and Accounts to the Universal Tracking Application|Contacts]] can assigned to records with a given [[Role]]:*: [[Organization]]s can be assigned to records with a given [[Company Role]]:*: UTA [[Configuring UTA Provider/Receiver (Consumer) Relationships|Consumer/Provider]] - ability to assign providers to consumer Level 1s:*: Level 1 records can be [[Archiving Records|archived]]:*: Level 1 [[Versioning|version]] can be updated:*: Level 1 [[UTA Provider/Consumer Relationships]] can be updated:* '''Level 2''': [[Status]] and Owner:*: UTA [[Configuring UTA Provider/Receiver (Consumer) Relationships|Consumer/Provider]] <!--per 18763 - Consumer/Provider Batch Update for L2s--> - ability to assign providers to consumer Level 2s:*: Level 2 [[Versioning|version]] can be updated:*: Level 2 [[UTA Provider/Consumer Relationships]] can be updated:* '''Level 3''': [[Status]] and Owner:*: Level 3 [[Versioning|version]] can be updated all at once:* '''Time & Expenses''': [[Status]]:* '''Company''': [[Status]]:* '''User''': [[Status]] There is a default Batch Update option, which provides the ability to update a preset number of options, as well as a customisable Batch Update option, where individual update options can be made available based on role. Disambiguation: There is also a '''Batch Update''' the for the ''settings'' section of Custom Fields,
found on the '''Field List''' page when editing [[Custom Fields]].
[[Batch Update Custom Field Settings|Click here]] to go to the associated Wiki article.
'''Note:''' Batch update is a very powerful tool. Review the [[#Important: Security Information|Security Implications]] below before enabling.
==Enabling Batch Update==
This feature is accessed via the '''Batch Update''' tab on button. In [[:Category:Arcadia|Arcadia]] mode this button is at the top of the menu bar[[List Views|list views]]: :[[Image:BatchUpBatchUpdateLocation2.png|link=|800px]]If Visibility of the '''Batch Update''' tab is controlled on a per-[[role]] basis for each [[UTA]] using the '''Show Batch Update''' [[Manager Permission]]. : [[Image:BatchUpdateManagerPermissions.png|link=]]* '''Important''': [[#Important: Security Information|See below]] for the security implications of allowing Batch Update to be used. ==Customizable batch update options==The Batch update features specific to UTA records can now be configured so that, instead of opening the entire batch update page with all its options, certain batch update options can be made available for specific roles. The customized batch update buttons are built upon listviews. Each Leve1, 2 and 3 listview builder has a tab called "Batch Update Buttons". : [[Image:CustomBatchUpdate.png|700px]]If you click on the New Batch Update Button then you will be presented with the following fields, for use in creating a list of customized batch update buttons for that specific listview. . . * ''Button ID'': will be initially blank, and populated with a system generated ID on Save* ''Display Order'': the order of how buttons are displayed among the action buttons* ''Button Name'': name given to the button. Will not present be exposed to end-users of the system when accessing the button.* ''Button Label'': accepts both text and icon. Text is required as in classic mode the button label must be text for consistency purpose. In Arcadia it may have been disabled on will display the icon, and render the text as caption. If icon not defined for Arcadia then the button will show text.* ''Description'': optional field to enter general description of the button. Will not be exposed to end-users of the system when accessing the button.* ''View Roles'Settings': Use Lookup button to define the user roles able to view this button* ''Option' ': drop-down listing all existing fields / attributes of the entity that can be updated using the general batch update page of (e.g. Status, Owner, Version, Consumer/Provider)* ''Value'': field to allow you to select the value that field will be updated. The values available are determined by the Option selected. : [[UTAImage:CustomBatchUpdate2.png|800px]]Once the buttons are created, they will show next to the general Batch Update button alongside the other action buttons. Clicking on these button will perform similar actions as the general batch update button, except that the action is pre-configured.
==Using Batch Update==
* If you wish to filter by more than one criterion click * As each record is updated a green check will appear beside the '''More Criteria''' button as many times as neededrecord.* If * A pop-up box will notify you want to display all records click when the Batch Update is complete.'''FilterNote:''' without entering If you updated the [[Status]], any criteria[[Workflows]] associated with the new [[Status]] will be triggered during the batch update.
=='''Important''': Security Information==
'''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, 2 or 3 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 Condition]]s or [[Custom Field Type: Special – Browser Script|Browser Scripts]] that control the Owner or Status fields will be ignored.
==See Also==
** [[Archiving Records]]
** [[Level 3 Activity List Batch Update]]
** [[Batch Update Custom Field Settings]]
[[Category:Universal Tracking Application]]