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Amanda Folkman

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  1. Go to System > Roles
  2. Click 
  3. Enter Role Id (name) and Description (optional)
  4. Locate ADMIN_MASSCHANGE_EXECUTE permission and move to Granted section
  5. Click 


  6. Assign to User(s) in System > Users
  7. Locate user and click to edit user 
  8. Add Role Id
  9. Click 

Maintenance

Create and update Mass Change Definitions that can be run by users that have been granted execute access.

Image Added

  • Script Definition and Script Parameters: These fields are used to define what will be updated in the change and what the fields will be updated to. More information can be found in the Simple & Complex update sections below.
  • Switch to Advance Mode: Allows for more complex parameters to be entered into the Script Definition.
  • Definition Name: Used to save definition and will be used to identify the definition for execute users in the "Load Definition" drop down
  • Download Definition: Allows definitions created in the current instance to be downloaded to share with other instances
  • Import Definition: Allows definitions created in other instances to be imported to be used in the current instance
  • Clear Definition: Will clear information entered to all fields in the current definition view
  • Save: Will save the current parameters entered for a definition. Requires the Definition Name to be entered. If the Definition Name already exists, saving will update the parameters of the definition. If the definition does not exist, it will be created and added to the Load Definition drop down. This will make the definition available for users with access to execute Mass Change definitions.
  • Load Definition: Allows definitions to be loaded to view or update the parameters

Simple update

  • Script definition
    • Boolean - true/false
    • Option for users to update field to one specific output
    • Property - select field to change
      • New Value
        • null
  • Definition name
  • Import
  • Download
  • Clear
  • Save/Load definition
    • Advance mode

Dynamic update

  • Script Parameters
    • Allows variables to be used so that user executing definition can enter their own output to update fields to

Execution

  • Script definition
  • Filtering grid - number of matching entries
  • Download csv first

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