Update multiple request records

Security Role: Request Coordinator

You can use the mass update feature to update one or more values in multiple request records. When you perform a mass update, the value that you enter for a particular field becomes the value for that field in all the records that you selected.

In addition, you can use complex update to enter expressions as instructions to perform actions on multiple request records.

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

  1. Locate the records by using one of the following methods:

    • Click Request Fulfillment > Request Queue to display a list of records.
    • Click Request Fulfillment > Search Requests, and then search for the records.

  2. Select the records that you want to update.

  3. Click Mass Update.

  4. Click the field that you want to update.

  5. Type the value for the field or use the Find feature to display a list of potential values for the field, and then click Next.
  6. Repeat steps 4 and 5 for additional fields as needed.
  7. Click Execute.

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

  1. Locate the records by using one of the following methods:

    • Click Request Fulfillment > Request Queue to display a list of records.
    • Click Request Fulfillment > Search Requests, and then search for the records.

  2. Select the records that you want to update.

  3. Click Mass Update.

  4. Click Complex Update.

  5. Follow the instructions in the complex update form and type the expressions.

  6. Click Execute.

Related topics

Request Fulfillment workflows and user tasks

Example: Search for a record

Create a new request record

Approve multiple request records