Monday, May 28, 2012

Change multiple records on one click

Many times user have to update multiple records based on a condition, but usually user doesn't know how to execute simultaneously.
For instance, I recently had to update a few(not really) activities in Siebel under a condition where the activity had just one contact associated to it. How would an end user go about making this change?
Lets discuss two such "Good to knows" in the following scenario
The Requirement -
Lets say you have to update the status of 100 or so activities which do not have more than one contact.
The Trick -
Go to the Activities applet, and use the below query on the Contacts field
Count("Contact") > 1
Note: Contact is the MVL used in the Contact MVG

This will give you all activities with more than one contact association.
Now, lets update the Type of the Activities to 'Call'
Select all records and click the Edit option in the application menu and select change records. Change records allows you to update a maximum of 4 fields of the same record simultaneously.

Select Type in Field 1 and type the value to 'Call Back'
Click OK and its done... :)

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