Difference between revisions of "The Musings of Chin - UTA Batch Update"
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== What and Why == | == What and Why == | ||
| − | The UTA batch update provides a method for updating a selection of L1, L2, L3, transactions, and time sheets through the list view. This allows you to filter out a specific list to update through the use of the list view search criteria. The UTA batch update allows you to: | + | The UTA batch update provides a method for updating a selection of [[Level 1 Entity|L1]], [[Level 2 Entity|L2]], [[Level 3 Entity|L3]], transactions, and time sheets through the list view. This allows you to filter out a specific list to update through the use of the list view search criteria. The UTA batch update allows you to: |
1) '''Update Contacts''' - you can update the various contact standard fields on an entity and replace/add contacts. | 1) '''Update Contacts''' - you can update the various contact standard fields on an entity and replace/add contacts. | ||
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2) Add multiple contacts/contact group to the L1 (previously this only allowed you to add one contact at a time). | 2) Add multiple contacts/contact group to the L1 (previously this only allowed you to add one contact at a time). | ||
| − | [[Category:Chin’s Musings]] | + | [[Category:Chin’s Musings]][[Category:Universal Tracking Application}} |
Revision as of 16:24, 13 February 2013
This week's article by Chin sheds light on some of the finer nuances around the Batch Update feature of the Universal Tracking Application. It's a good read for anyone working with these features!
Contents
Let's learn about the UTA batch update:
What and Why
The UTA batch update provides a method for updating a selection of L1, L2, L3, transactions, and time sheets through the list view. This allows you to filter out a specific list to update through the use of the list view search criteria. The UTA batch update allows you to:
1) Update Contacts - you can update the various contact standard fields on an entity and replace/add contacts.
2) Update Status - you can update the status of an entity and trigger any applicable workflows associated to said status.
3) Run Template Formulas - you can re-run template formulas on an entity providing you an easy way to batch update standard/custom fields.
Where and How
The UTA batch update is a button found at the bottom of the UTA list view and manifests as a lightbox or pop-up div. The ability to use the batch update is controlled by a manager permission within each UTA section.
Latest Improvements
The batch update has been recently updated to allow you to do the following:
1) Update all records returned by the list view regardless of how many pages have been returned.
2) Add multiple contacts/contact group to the L1 (previously this only allowed you to add one contact at a time).[[Category:Universal Tracking Application}}
