Using Mass Update with Change Management record lists

Mass update enables you to select multiple records from a list of records and update them all at one time. You can update the value in a single field or in several fields in the selected records. The system provides a template form that displays the fields for the selected records and enables you to change the value of any of the fields displayed by the form. The Mass Update template form does not display all fields in the records. For example, fields marked as read-only in the data policy do not display. You can also do a complex update on the records you selected. A complex update uses rad expressions containing variables and concatenated fields to populate another field in the selected records.

When you perform a Mass Update, the value you enter for a particular field becomes the value for that field for all of the records you selected.

Mass Update is available for change request records, task records, and change queues. The ADMIN and SYSADMIN profiles in the out-of-box system provide the Template Mass Update and Complex Mass Update capability.

A System Administrator can edit the datadict table cm3r or cm3t so that a field does not appear in the list of fields displayed by the Mass Update template form. On the Data Policy form, change the Usage Type column for the field to System.

Update multiple change requests

Applies to User roles: Change Manager

You can update more than one change request at a time by using the Mass Update template form or the Complex Update function.

To update multiple change requests by using the Mass Update template form, follow these steps:

1. From your To Do queue, select Change in the Queue list and then select the desired view.

   Alternatively, click Change Management > Search Changes to use the Search to generate a record list. Use search or advanced search to find one or more records.

2. Holding down the Ctrl key as you click on each record to select multiple records in the list that you want to update.
3. From the List menu, select Mass Update.
4. Double-click the field you want to update.
5. Type the value for the field in the text box or use the Fill feature to display a list of potential values for the field.
6. Click Next.
7. Continue updating fields and click Execute when you complete your updates.

To update multiple change records by using the Complex Update function, follow these steps:

1. From your To Do queue, select Change from the Queue list and and then select the desired view.
2. Holding down the Ctrl key as you click on each record to select multiple records in the list that you want to update.
3. From the List menu, select Mass Update.
4. Click Complex Update.
5. Type the RAD code in the Complex Update form.
6. Click Execute.

Update multiple task records

Applies to User roles: Change Manager

You can update more than one task at a time by using either the Mass Update template form or by using the Complex Update function, which enables you to enter RAD codes to further customize your update.

To update multiple task records by using Mass Update, follow these steps:

1. Click Change Management > Search Tasks.
2. Use search or advanced search to find one or more records.
3. Holding down the Ctrl key as you click on each record to select multiple records in the list that you want to update.
4. Click Mass Update. The Mass Update wizard opens.
5. Double-click the field you want to update.
6. Type the value for the field in the text box or use the Find feature to display a list of potential values for the field.
7. Click Next.
8. Continue updating fields and click Execute when you complete your updates.

To update multiple tasks by using Complex Update, follow these steps:

1. Click Change Management> Tasks > Search Tasks.
2. Use search or advanced search to find one or more records.
3. Holding down the Ctrl key as you click on each record to select multiple records in the list that you want to update.
4. Click Mass Update.
5. Click Complex Update.
6. Type the RAD code in the Complex Update form.
7. Click Execute.