Mass Change

mass change intro

Module

In order to access Mass Change options, the Mass Change Module will need to be enabled. For more information on System Modules click here.

1. Go to System > Modules
2. Locate the Mass Change Service and click the  to install.
   
3. Once installed the  will change to  
4. An informational message will appear at the top of the grid. Click to refresh page to complete the installation.
   
5. The checkbox in the 'Installed' column will now be checked and a Mass Change button will now be added to grids for users that have the proper permissions.

Grids with Mass Change Option

The Mass Change Option is available on the following grids.

Permissions

Once the Mass Change Module is enabled, access is granted by default to users with Administrator access. Other users can be granted access to Create, Delete, or Execute Mass Change definitions by adding a custom Role using the following permissions. Users needing to run predefined Mass Change definitions would be granted the ADMIN_MASSCHANGE_EXECUTE permission.

• ADMIN_MASSCHANGE
• ADMIN_MASSCHANGE_CREATE
• ADMIN_MASSCHANGE_DELETE
• ADMIN_MASSCHANGE_EXECUTE

Add Role with Mass Change Execute Access

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.

• 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

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

Examples

• Creating a definition - vendor
• Importing a definition
• Accounts
  • active/inactive
  • fields - start/stop dates
  • 
• Vendor taxid