How can I batch update records in DatixWeb

Important Information

• This information is for Datix Administrators only
• This can only be added to a User or Profile
• You should disable Batch Update as soon as the User has finished the present task
• It is recommended that back-ups of your database are taken before performing a Batch Update

User Level

• login to DatixWeb
• go to Admin
• go to List Users
• go to your User account
• Configuration parameters
• in the All Module Settings set the Batch Update field to Yes
• click Save

Profile Level

• login to DatixWeb
• go to Admin
• go to Manage Profiles
• select the relevant Profile
• select Configuration parameters > All modules
• set the Batch Delete field to Yes
• click Save

Once you have set this up on your user account you can then do a search for the relevant records to be updated. 

Select records to update

1. On the top application menu, click the module you want to update the records from
2. Search for or run a saved query to get a list of all relevant records to update
3. Click Batch update in the left-hand navigation menu
4. Select the field you want to update
5. Set the old value and new value
6. Click update XX records now

NOTE: Batch update allows you to change data to a selection of records at the same time. This is a powerful process which, if performed incorrectly, could make unwanted changes to your data.  Only proceed if you are sure you know what you are doing.  DATIX strongly recommends that you practice on your training database and get your live database backed up before using Batch Update.

If you are changing a code to a new code, first create the new code then batch update the records to the new code. Once you have carried out the update, you can delete the old code.

Please make sure the number in the Update [Number of] Records Now is the number of records you expect to be updating. If this number is not correct please do not click the option to update and review the list of records returned.