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||'''Batch Update'''
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The '''Batch Update '''option allows you to update selected fields of the records on a list view at once. * '''Note: '''This option is often only available to System Administrators. Learn how you can [[List View Overview#Enabling Batch Update Permissions|enable Batch Update permissions]]. * '''Tip: '''[[List View Overview#Batch Update Buttons|Batch update buttons]] are recommended because the default batch update button more easily allows for accidental deletion. However, you can always [[Restoring Deleted Records|restore deleted records]] for up to one year.
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||'''Export'''||The '''Export '''function, demarcated by a '''right arrow icon, '''allows you to export the records on the list view to Excel, [[SmartFolders]], or another Internet-enabled folder. For more, see our [[List View Overview#Export|Exporting List Views]] section.
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||'''List View Options'''
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:: [[File:ChangeListViews.png|300px|border]]
=== ===
===Configuring List Views===
The menu for configuring list views is displayed at the top of the page with different tabs:
:: [[File:Copybutton for list view.png|250px|border]]
==== ====
====Sort Order====
:: [[File:Sort order for list views.png|445px|border]]
'''Note''': The '''Sort Order''' options only define the ''default ''sort order for the list view. The list view can always be re-sorted by using the [[Sort By]] feature within the list view.
==== ====
====Export====
The '''Export '''tab will display all the functions and options available to users for exporting their list views. A user is able to export a list view with the '''Export button '''on the top right of their list view.
||Will strip out any formatting (ex: commas, currency, decimal places) associated with the selected field
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==== ====
====Quick Edit====
The quick edit tab allows you to enable particular fields for [[Quick Edit]], allowing users using the list view to edit fields on a record directly.
* 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.
===Enabling Batch Update Permissions===
:: [[File:Config settings.png|200px|border]]
<div style='padding-left: 150px;'>OR </div>
:: [[File:Edit buttons.png|450px|border]]
Both methods will display the details of that UTA.
6. Click '''Save.'''
====Using Batch Update ====
==Contact and Company List Views==
The screenshot above is an example of a Contacts list view. List views can also be [[Configuring List Views|configured]] for Company and Account records. These list views are [[Configuring List Views|configured]] on the [[Global Settings]] page under [[bs://User <span class=|&%20Contact%20Settings%20" href="bs://User%20&%20Contact%20Settings%20" data-mce-href="User%20&%20Contact%20Settings%20" data-bs-type="internal_link" data-bs-wikitext="User%20&%20Contact%20Settings%20%7CUser%20&%20Contact%20Settings%20">User & Contact Settings ]] and [[bs://Company <span class=|&%20Account%20Settings" href="bs://Company%20&%20Account%20Settings" data-mce-href="Company%20&%20Account%20Settings" data-bs-type="internal_link" data-bs-wikitext="Company%20&%20Account%20Settings%7CCompany%20&%20Account%20Settings">Company & Account Settings]], respectively.
