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- 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
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At minimum, a Mass Change definition must include a Property and New Value field to define what will be changed with the definition is executed. A simple change only requires these two items. This can be done within the Script Definition (Normal Mode) section.
- Property: The field on the object being changed that will be updated. These properties correspond to fields that can be seen when a record is viewed
- New Value: The desired value to update the selected property to when the change is executed
| Type of Field | New Value formatting | Notes |
|---|---|---|
| Boolean (check box) | true or false | Entering the value "true" will populate the checkbox. Entering the value "false" will leave the box unchecked. |
| Text | "text" | Must include the quotations around the value that should appear in the field. |
Date | ('MM/DD/YYYY') | Enter the date that should appear in the field instead of MM/DD/YYYY. Must be formatted with all digits in the definition. |
| Info | ||
|---|---|---|
| ||
If trying to mass change a field to blank, the word "null" (no quotation marks) can usually be entered as the New Value. |
Dynamic update
- Script Parameters
- Allows variables to be used so that user executing definition can enter their own output to update fields to
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