Creation and Running of Mass Update Scripts

How It Works

A mass update script runs on a specified list of records and performs the same action to each of those records.

Creating and Setting Up

1. NAVIGATE to Customization > Scripting > Scripts > New
2. UPLOAD your mass update javascript file and CLICK the “Create Script Record” button
3. NAME your mass update. Example: “Update PO Line Department”
4. CLICK on the “Deployments” subtab and ADD Purchase Order deployment under “Applies To”
5. Leaving the “Status” as “Testing” will permit only you to run the Mass Update. Changing it to “Released” will make it available to everyone in your organization
6. CLICK on the “Save” button to save the mass update script record

Running the Mass Update

1. NAVIGATE to Lists > Mass Update > Mass Updates
2. Under “Custom Updates” > “Purchase Order” CLICK on your newly created Mass Update. You are basically creating a saved search on which to run your Mass Update.
3. NAME your mass update search in “Title of Action”
4. Here you can specify criteria for which Purchase Orders you are updating. Do nothing to run the update on all Purchase Orders.
5. CLICK on the “Save” button to save the search for your mass update.
6. NAVIGATE to Lists > Mass Update > Saved Mass Updates and search for your saved Mass Update search.
7. CLICK “preview” to see a list of the records that will be affected.
8. CLICK the “Perform Update” button to begin running the update.