- You want to reassign the ownership of a large number of records, by updating the Owner field of those records.
- You have identified all the leads with whom you communicated in the last several days, and you wish to change the status of all of their records from "Open" to "Contacted."
- You added a new custom field to one of your objects, and you wish to copy into the new field the value of an existing field.
- You wish to set the value of one of the fields of an object based on a calculated formula using other fields in that object.
A third possibility for mass update is where there is no direct relationship between the new value and the record; for example, you might be given a list of product names and their new prices, and you wish to update the prices in your database. This case is handled using Apsona's update-via-import feature.
Summary of steps for mass update
- The mass update feature requires you to first identify the set of records to be updated, via a search operation. (See the search documentation for details on searching and filtering.)
- Once you have filtered your records, you click the "Update all..." menu item in the Tools menu on the right. If you wish to update just a small selection from among the search results, you can use the checkboxes at the left in either the console view or the tabular view to select the ones you wish to update. In this case, the menu item in the Tools menu will show as "Update checked..". Clicking the menu item displays a popup window.
- If you are performing a literal update, choose the field you want to update, and provide a value for it. If you wish to perform an update with an expression, click the "Use field/expression" at the top of the popup, and specify the field or the expression to use, as described below.
- Click the "Update" button, and all the records in the current search will be updated.
Example: Change ownership of a set of opportunities
- Find the Opportunity records for which you wish to change ownership. You can use Apsona's search feature for this purpose.
- Click the Tools button on the right, and then click the "Update all..." menu item. (Note that this menu item is visible only if your system administrator has allowed you access to it. See the access rights documentation for details on how to configure this item.)
- The "Update records" popup window appears. This window lets you choose up to 15 fields whose values you can update.
- Choose the "Owner" field. You can use the search box at the top of each dropdown to quickly find the field you want. When you hover your mouse over a field, the tooltip displays the API name of the field, to help you ensure that the correct field is selected.
- Choosing that field causes the corresponding "Value" to show a dropdown containing the names of the active users in your system. Choose the user who should be the owner of the filtered records, and click the "Update" button.
- This will update all the selected records, and then allow you to download a CSV file containing the old and new values of the fields you updated.
Example: Set the value of a new custom field to that of an existing fieldSometimes we wish to temporarily copy field values from an existing field to a new field. TO achieve this:
- Find the records in which you wish to make this change, using any of the search mechanisms or by using checkboxes, as in the other cases described above.
- Click the "Update all" menu item under Tools.
- In the popup that appears, click the "Field or expression" tab.
- The popup now lets you choose a target field (into which the data should be copied) and a source from which the data should be copied. Choose these two fields as needed.
- Click the "Update" button.
Example: Set the value of a field using a formulaSuppose we wish to increase the prices of all the GenWatt products in our standard price books by 4%. This is an example where the new value of the Price field is not the same for all the records being updated, but is calculated using existing values in the record.
- Find the Product records that you wish to update, using the search features. Alternatively, select the ones you wish to update using the checkboxes to the left of the records.
- In the popup that appears, click the "Use field/expression" link.
- Choose the "Expression" radio button to indicate that the source value to use is a calculated expression.
- In the "Expression" box, you can use any
}symbols, but you can imply choose a field from the "Add field" dropdown below and Apsona will add the field name into the box with the correct syntax. In the example below, the expression calculates 1.04 times the unit price.
- Click the "Update" button.
Some additional examples of mass-update formulas
||Produce the second word in the contents of the
||Capitalize the first letter in each word in the