Changes

||Select from a number of types of what you want your button to perform. A common use case is for the '''Option '''function to depend on '''Status - '''for example, on a List View of grant applications, this Batch Update button will change the status of all selected records at once. * Other options: Archiving, updating [[Custom Fields]] to predefined or custom values on either common or Type-specific fields, etc 

If using '''Status''' for your * Batch Update buttonupdate functionality can also be used to run template formulae, once you save the button an option for writing a confirmation message but will appear. This is not mandatory, but often helpful for users as they can see the batch override all logic restrictions and trigger workflows*  Batch update progress and confirmation at the top of the screen, but may not be aware of the ramifications: leaving a note buttons are available on the function [[Universal Tracking Application|UTAs]] of the button will help them decide whether they want to use the Batch Update button or not. all levels

'''Notes''': * If there are automated processes that may be triggered by a batch update, best option is to open any affected record when in the [[Global User Administrator|System Administrator]] role and select '''Options''' >> '''Workflow History''' to view the process of triggers. * If ever in doubt, run the Batch Update Button on your [[Backup Server and Testing Instance]]. It is best practice, although not mandatory, for Batch Update buttons to provide one valid progression - e.g. a list view with a predefined filter of all applications in pending approval status, where the last step is to approve them simultaneously and for all notifications to go out at the same time.

* [[Dashboards:Category:Reports]] * [[Portals#List View and Mixed Record Type]]