One of the "Mass Record" features available from the search screen is to edit the data values of the checked records.


All Records that are checked will be changed in the same way as long as you have sufficient rights. If you do not have rights to edit a checked Record then a message will be shown describing the failure and the record will remain unchanged.


You will need to refresh your search to see the changes to the Records.


In the Record Edit screen that appears you can enter as many data value changes as you wish. Clicking the ADD button will add more Name / Value rows. ALL values that are entered will affect ALL Records that were checked!




You can use variable replacement for the Field Names and the Field Values as well. The following table shows the variables currently available for use.


Variable

Action or Value

Example

[DEL]

Deletes variable from the Record

Not valid on Filters

[ORIGINAL]

Includes original value of the field

Only valid on Work Trigger Actions

[RECORD]

Summary of Record values

John Smith, 3/13/1987, Omaha

[RECORDID]

ID of currently effected Record

100

[DOCUMENTID]

ID of currently effected Document

Available when Document exists

[DOCUMENTNAME]

Name of Document

Scanned Page

[DOCUMENTEXT]

Extension of Document

PDF

[DOCUMENTFILE]

File name of Document

ScannedPage.PDF

[DATE]

Current Date

7/16/2015

[YEAR]

Current DateYear

2015

[MONTH]

Current Month

7

[MONTHNAME]

Current Month Name

July

[DAY]

Current Day

16

[DATETIME]

Current Date and Time

7/16/2015 10:48

[TIME]

Current Time

10:48 AM

[DATE(#,d)]

Date # days from now

7/16/2016

[DATE([EXDATE],,,,MON)]

Next Monday after [EXDATE]

7/18/2016

[DATEADD(DATE|Y|M|D|H|m|s)]

Add to given date the number of Years, Months, Days, Hours minutes and Seconds provided.


You may omit any trailing zero values but must include any leading zeros

[DATEADD(1/1/2018|1)] = 1/1/2019


[DATEADD(1/1/2018|0|3)] = 4/1/2018


[DATEADD(1/1/2018|0|0|4)] = 1/5/2018

[USER]

Current User's Full Name

Admin User

[USERFIRST]

Current User's First Name

Admin

[USERLAST]

Current User's Last Name

User

[USERFULLNAME]

Current User's Full Name

Admin User

[USERID]

Current User's ID

1

[USEREMAIL]

Current User's Email Address

bradv@plesoftwaregroup.com

[USERNAME]

Current User's Login Name

admin

[WFID]

ID of current Workflow item

25

[WFASSIGNEDNAME]

Assigned Users' Names

admin; jsmith

[WFASSIGNEDEMAIL]

Assigned Users' Email Addresses

admin@a.com; jsmith@a.com

[WFMGREMAIL]

Workflow Managers' Email Addresses

bsmith@a.com;bwhite@a.com

[WFMGRNAME]

Workflow Managers' Names

bsmith;bwhite

[DUEDATE]

Work Item Due Date

7/16/2015

[GOBALDUEDATE]

Global Work Item Due Date

7/16/2015

[WFLINK]

Link To Workflow Item

Workflow only

[MISSINGDOCS]

List of documents missing

invoice, PO, etc

[IF(val1|operator|val2|true|false)]


Exception for BETWEEN (B):

[IF(val1|B|val2|val3|true|false)]

Compares val1 to val2 using the operator and if true returns the true value else returns the false value. 


for BETWEEN (B) operations you must supply 6 parameters with the 4th one being the TO value for the FROM (3rd) and TO (4th) combination.


Example 1: [IF(1|=|2|YES|NO)] will return NO 

Example21: [IF(12=|2|YES|NO)] will return YES.

Example 3: [IF(1|B|2|3|YES|NO)] will return NO 

Example 3: [IF(2|B|1|3|YES|NO)] will return YES

Available Operators:

=   Equal

<>  Not Equal

!=  Not Equal

<   Less than

>   Greater than

<=  Less than or equal to

=>  Less than or equal to

>=  Greater than or equal to

=>  Greater than or equal to

B   Between

C   Contains

S   Starts With

E   Ends With


* String operations are NOT case sensitive

[DIFF]

Computes the difference between two values. For numbers the third parameter is ignored.


[DIFF(1|3)] = 2 

[DIFF(3|1)] = -2 

[DIFF(1/1/2014|1/4/2017|Y)] = 3 (3 years different)

See period options below.

[ABS]

Absolute value of incoming variable

[ABS(-22)] returns 22

[MIN]

Minimum of values

[MIN(1|6|5|3)] returns 1

[MAX]

Maximum of values

[MAX(1|6|5|3)] returns 6

[COUNT]

Count of values

[COUNT(1,3,4,5|,)] returns 4

[AVG]

Average of values

[AVG(1|6|5|3)] returns 3.75

[SUM]

Sum of values

[SUM(1|6|5|3)] returns 15

[RANDOM]

Returns random numbers

[RANDOM] returns number between 1 and 100


[RANDOM(0|10)] returns number between 1 and 10

[SPLIT]

Split value on delimiter

[SPLIT(this.is.a.test|.|2)] returns "is"

[REPLACE]

Replaces one value with another value

[REPLACE(test|t|x)] returns "xesx"

[PAD], [PADRIGHT]

Pads string with another up to length

[PAD(ABC|5|x)] returns "ABCxx"

[PADLEFT]

Pads left side of string

[PADLEFT(ABC|5|x)] returns "xxABC"

[FORMAT]

Formats value based on its formatting rules according to .NET. Works on numeric and date formats.

 - Numeric

 - Date Formats

Numeric:

[FORMAT(12.3|c)] = $12.30


Date:

[FORMAT(1/31/2015|YY/DD)] = 15/01

[JOIN]

Joins collection of values. Works only on Record, Data and E-Form variable names

[JOIN(PO|;)] with a record that has 3 PO values of 12, 35 and 77 returns "12;35;77"

[MATH]

MATH allows you to solve simple mathematical equations. For instance you can do [MATH(1+2*3)] and it would return 7. MATH allows for parentheses in your equations so you can change the last example to [MATH((1+2)*3)] to return 9. 

Available mathematic operations are as follows and are evaluated in this order.

( and ) = Parentheses (operational grouping)

^ = Exponent

* = Multiplication

/ = Division

\ = Integer Division

% = Modulus (remainder)

+ = Addition

- = Subtraction



Operators with equal precedence are evaluated left to right in the order in which they appear in the expression. This means that if your equation is "10 + 4 - 2 * 3" the order of operation would be:

  1. 2 * 3 = 6 [10 + 4 - 6]
  2. 10 + 4 = 14 [14 - 6]
  3. 14 - 6 = 8


[PG]

Page Number

Bates stamping only

[PGS]

Page Count

Bates stamping only

[REQUESTOR]

ID of user requesting Asset

123

[REQUESTORNAME]

User name of user requesting Asset

admin

[USERS(team,|prop|del)]

Delimited list of properties for users from specified team. If team not specified then all users.


See Possible User Property Values below

[USERS(Mgrs|EMAIL|;)] = returns semicolon-delimited list of email address for all users in the “Mgrs” team


[USERS(|NAME|;)] = returns semicolon-delimited list of full names for all users

[TEAMS(prop|del)]

Delimited list of properties for all teams.


See Possible Team Property Values below

[TEAMS(NAME|;)] = returns semicolon-delimited list of Names for all teams



Possible Period values: 

Y = Years as compared by year number 

[DIFF(1/1/2009|12/31/2009)] = 0 

[DIFF(12/31/2009|1/1/2010)] = 1

[DIFF(6/1/2009|5/30/2010)] = 1

[DIFF(6/1/2009|6/1/2010)] = 1

y = Years as compared by # of days between 

[DIFF(1/1/2009|12/31/2009)] = 1 

[DIFF(12/31/2009|1/1/2010)] = 0

[DIFF(6/1/2009|5/30/2010)] = 0

[DIFF(6/1/2009|6/1/2010)] = 1

M = Months

D and d = Days

B = Business Days

H and h = Hours

m = Minutes

S and s = Seconds


Possible User Property Values: 

ID = IDs of users

FIRSTNAME = First names of users

LASTNAME = Last names of users

EMAIL = Email addresses of users

USERNAME = User names (login names) of users

NAME or FULLNAME = Full names (FIRSTNAME LASTNAME)of user or USERNAME if FIRST and LAST are not available



Possible Team Property Values: 

ID = IDs of teams

NAME = Names of teams