Update Records of Interest

Use this feature to quickly bulk edit a sub-set of your data based on specific rules defined by you

Table of contents

1. Update Records of Interest
2. Menu Actions
3. Table Actions

Update Records of Interest

In the example below, you have a data structure with information about people, such as name, age, etc, and you have just added a new Yes/No field called Retired. 

Now, you need to set the Retired field to Yes if the age is above or equal to 64, and to No if the age is less than 64 years old.

Go to Admin > Automation > Update Records of Interest

1. Click on the + sign to create a new job;
2. Give it a name and Confirm;
3. On the section, Update Specific Fields In Data Structure, select the source data structure where all your data is saved;
   
   
4. Then, click on Set Conditions to define as many conditions as you'd like to the fields you select to update. In our example, we need 2 sets of conditions: 
   • Condition 1: Age less than 64. Set the field Retired to No;
   • Condition 2: Age greater or equal to 64. Set the field Retired to Yes.
   
5. Save your job, and go back to your list of Update Records of Interest jobs. Open the menu of your job, and click on Run once;

6. Follow the progress of the job under View Job status. For more details, check this page.

7. Check your report to see the field updated.

Menu Actions

In the menu of each job, you will find the following actions:

1. Edit: Edit any configuration of an existing job;
2. Run Once: Run the automation job to get the desired results;
3. History: View the actions performed on this job, with the details of the user and the date;
4. Archive: Move this job to the archive when it's no longer needed.
   
   

Table Actions

On top of the Update Records of Interest jobs, you will find the following actions:

1. +: To add a new job;
2. Select Page length: Define how many jobs you want to see on one page. The default is 25;
3. Refresh: to refresh the list. The list will auto-refresh unless you have this section opened in 2 tabs/windows/users and you are applying changes on the other one;
4. Show Archived: When enabled, the archived jobs will be displayed on the same list.