dspCompose

Build Mass Change Where Clause

A Where clause can be built to limit data that is updated via Mass Change. Multiple Where clauses can be added to a single mass change.

There are two ways to create a Where clause for the Mass Change feature:

Use the Build Where Clause Feature if creating an AND Where clause. The Where Clause Builder alleviates the need to write syntactically correct SQL, thereby expanding the usability of the mass change functionality beyond technical users.

Manually build a Where clause that is more complex than what can be automatically generated.

NOTE: If a user builds a Where clause manually and specifies a Role record to which that user does not have access, that record is not updated in the Mass Change.  

NOTE: This feature can also be used to modify an automatically-generated Where clause.

To automatically generate a Where clause:

  1. Select Requests on the Navigation pane.
  2. Click Roles for a request.

    NOTE: The count on the Roles icon is the number of roles the current user can access, not the total number of roles for the request.

  3. Click DATA ENTRY for the role that allows data entry.
  4. Click Mass Change.
  5. Click Build Where Clause for a Mass Change record.

    NOTE: Refer to Mass Change Data for more information.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Request Mass Change (Where Clause) page

  6. Select a column from COLUMN NAME list box.

    NOTE: The COLUMN NAME column is used in the comparison operation used by the Mass Change action.

  7. Select a value from CONDITIONAL list box.
  8. Enter the value associated with the condition in VALUE field.

    NOTE: The VALUE can be a field name if a comparison was required between two fields, for example, WHERE X < Y.

  9. Click Save.
  10. Repeat steps # 6 – 9 to “AND” together more where clause strings.

To manually create a Where clause:

  1. Select Requests on the Navigation pane.
  2. Click Roles for a request.

    NOTE The count on the Roles icon is the number of roles the current user can access, not the number of roles for the request.

  3. Click DATA ENTRY for the role that allows data entry.
  4. Click Mass Change on the Page Toolbar.
  5. Click Vertical View for a Mass Change record.
  6. Click Edit.

    View the field descriptions for the Request Mass Change page’s Vertical View.

  7. Enter a filter in Where Clause field.

    Or

    Modify the Where clause generated by the Where Clause Builder.

    NOTE: If the user specifies a Role record to which that user does not have access, that record is not updated in the Mass Change.  

  8. Click Save.