User Manual
User Manual
If you don't see any options featured below on your database sheets, it may be related to the access rights you are granted. If you have any questions about your access rights or not being able to modify entries on a sheet, please contact your SYSAdmin of the database to check for the proper access rights configurations.
If you have Admin or survey user access right, you will be able to execute action button, lock/unlock, approval or mail merge to all filtered entries, by using Batch execute.
You can execute action button to multiple records through this feature, for example converting multiple sales orders to delivery notes. Please note that if filter is applied to the field, only the filtered records will be edited.
Select Execute action button. You will be presented with a window where you can choose the action button to execute. Before executing the action button, please note that:
1. Updates made by the mass action button are irrevertable. Please make sure that you filter the correct records before updating.
2. Once executed, this action cannot be paused or cancelled. Please wait until the action is complete.
3. During execution, any actions involving mass data update, e.g. "mass update" and "import data from file", cannot be executed.
4. Before executing this action, it is highly recommended to backup your database.
After confirming, your mass update will start. The database will update in the background. During this time, you may proceed to use the database.
Once the update is completed, you'll see a notification at the lower-left corner.
You can lock or unlock multiple records through this feature. Please note that if filter is applied to the field, only the filtered records will be edited.
Select Lock/Unlock Records.
After confirming, your mass update will start. The update will run in the background so you may proceed to use the database.
You can batch start filtered records' approval through this feature.
Please note:
1. Once initiated, the approval process cannot be batch canceled.
2. This approval process applies only to new, executable records under the current filter.
3. Execution will fail if records are already in the approval process, have completed approval, lack approver information(when the approver needs to manually select), or lack the necessary access rights. In such cases, those records will be displayed as 'Failed’ as the execution result.
You can batch approve or reject filtered records "in the approval process" through this feature.
Select Batch Approval.
After confirming, your mass update will start. The update will run in the background so you may proceed to use the database.
Note: If there is batch approval failed message, it might result from the user who executed batch approval has no right to approve the record or the record hasn't start approval.
You can also batch execute mail merge.
Note： Please keep in mind that the detailed history of the data modification done by this feature won't be recorded into entry information.
