Template mass update and required fields

Template mass update processes one record at a time, updating the record with the values that you enter in the template form. If a record is missing required fields, then Service Manager asks for the missing field(s), one at a time.

For example, the change queue tasks out-of-box are missing required fields Initial Impact Assessment and Urgency. When you use template mass update to modify these records and you do not enter a value for Initial Impact Assessment and Urgency, Service Manager displays "The Initial Impact Assessment is required". This message pertains to the present record that is being updated. If you enter an Initial Impact Assessment in the template form, then Service Manager prompts you for the missing Urgency for that record.

If there are three out-of-box change queue task records to modify using template mass update, and the second and third records are missing two required fields (for example, the Initial Impact Assessment and Urgency field values) and you enter a new Downtime End in the template form, Service Manager responds by:

  1. Updating the value of the Downtime End field you entered in the first record.
  2. Prompting for the missing field(s) for each record. When the Initial Impact Assessment and Urgency field values are entered in the template form, the second record is updated with the Downtime End, Initial Impact Assessment, and Urgency.
  3. Prompting for the missing fields for the next record. When the Initial Impact Assessment and Urgency are added to the template, the third record is updated with the Downtime End, Initial Impact Assessment, and Urgency.

In summary, the data you originally added, the Downtime End, is never lost. The third record might have a different Initial Impact Assessment and Urgency from the second record, and since you entered no Initial Impact Assessment and Urgency in the template at first, Service Manager asks you for the Initial Impact Assessment and Urgency for the second and for the third record, one at a time.

Related topics

Update multiple records with Mass Update