Mark records for updating according to one or more criteria by creating an update job.

Before you begin

Role required: admin

Procedure

  1. Either choose to mark specific records for updating or mark all records in a list for updating.
    • To mark only specific records for updating, navigate to All > System Data Management > Update Jobs.
    • To mark all records in a list for updating, in any list of records, right-click a column heading, and then select Data Management > Update All with preview.
  2. Select the table that contains the records you want to update.
  3. (Optional) Limit the number of records in the update job by adding a condition or conditions that records must meet.
    1. Select a field, operator, and field value.
      For example, [Category] [is] [Software].
    2. (Optional) Use the OR and AND operators to add conditions.
    3. (Optional) Select New Criteria to add another set of conditions.
    Note: Limiting the number of records that are added to the update job can help prevent the table from being locked when the job is executed.
  4. (Optional) View the number of records that match the conditions.
    1. Select Preview.
    2. Select the link with the number of matching records.
  5. In the Fields & values lists, select the field that you want to update and a new value.
  6. (Optional) Select additional fields and values to update more fields.
  7. Select Continue.

Result

The job is saved and the form provides options to schedule the job or execute it now.

What to do next

Schedule or execute a job to update records