Mark records for updating

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Mark records for updating according to one or more criteria by creating an update job.

    Antes de Iniciar

    Role required: admin

    Procedimento

    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. Opcional: 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. Opcional: Use the OR and AND operators to add conditions.
      3. Opcional: Select New Criteria to add another set of conditions.
      Nota:
      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. Opcional: 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. Opcional: Select additional fields and values to update more fields.
    7. Select Continue.

    Resultado

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

    O que Fazer Depois

    Schedule or execute a job to update records