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Create and update Mass Change Definitions that can be run by users that have been granted execute access. Mass Change Definitions created are specific to the grid they are saved for.
- 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
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When configured this way, the definition will allow values to be entered or default values to be modified prior to being executed. This grants additional flexibility to users that have execute only access when processing a change.
Execution
Use the Mass Change Definitions that have been created for the current grid to execute changes to a group of records.
- Load Definition: Select a mass change definition from the drop down. Definitions available in this list are those that were Maintenance mode for the current grid.
- Script Definition: The Property and New Value fields will populate based on the definition
- Filtering grid - number of matching entries
- Download csv firstloaded. These fields are configured in Maintenance mode and cannot be changed in this grid in the execution view.
- Mass Change Parameters: Some definitions are configured to allow values to be entered when in Execution mode. If available, these will show to the right of the Script Definition section.
Submit Mass Change: Processes changes specified by change to ALL records currently showing in the grid. The Note above shows the number of records that will be modified. The grid should be filtered to include ONLY the records that should be updated prior to submitting the change.
Info title Tip Once a Mass Change has been submitted, there is no way to simply "undo" a change. It may be helpful to generate a Report of the grid to a Comma Separated Values or Excel-Data format prior to submitting the change. If there is a situation where a change needs to be reverted, this can be useful in generating a correction spreadsheet.
Examples
- Creating a definition - vendor
- Importing a definition
- Accounts
- active/inactive
- fields - start/stop dates
- Vendor taxid