Master Data Management

Mass Change Data in MDM

The Mass Change feature permits users to update records based on a field and a value on the data entry page using an update statement formed from the settings on the Mass Change page. This page provides a way to make mass changes to data on the data entry pages quickly, accurately and without having to move the data out of the Stewardship Tier. Use the Where Clause Builder to further filter the data that requires an update.

At a high level, the steps in the process are:

  1. Generate the request-related objects automatically, including the Mass Change page. Refer to Auto-generate Request-related Objects for more information.

  2. Create the business processes, scenarios, and roles used by mass change.

  3. Create the tasks associated with the pages in the Content WebApp for users to enter, review, reject and approve. Refer to Automatically Generate Tasks to Process Mass Maintenance Requests.

  4. Assign the newly created Application task to an Application role, and the new approval and review tasks to a Review role in the mass change scenario. Refer to Add a Task to a Role for more information.

On data entry pages, the Mass Change icon displays. When the user clicks it, the Mass Change page opens, with the request ID and the page ID defaulted from the request.

This topic contains the following sections:

Mass Change Data

To mass change date in MDM:

  1. Access the Requests page in the Navigation pane in the Content WebApp.

  2. Click Roles for a request.

  3. Click the Tasks icon for the Application task that performs the data entry.

  4. Click the button in the TASK ID column for the mass change task.

  5. Click the Mass Change icon on the Page toolbar.

    NOTE: If this icon does not display, refer to Auto-generate Request-related Objects for more information.

    NOTE: The Mass Change page displays in add mode.

    View the field descriptions for the Mass Change page.

  6. Select a column from the COLUMN NAME list box.

    NOTE: The COLUMN NAME column is updated by the mass change action.

  7. Enter a mass change value in the CONSTANT field.

    NOTE: The value in the CONSTANT field is the value written to the column selected in the COLUMN NAME field.

  8. Click Save.

  9. Click the Create Where Clause icon to build the Where clause created on this page.

    NOTE: If additional filtering of data is required, users can build more complicated Where clauses. Refer to Create A Mass Change Where Clause for detailed information..

  10. After the Where clause is created, click Execute when the mass change is ready to be processed; a confirmation message displays.

    NOTE: The execute process applies the mass change value to all rows for the selected column on the data entry page that meet the criteria in the Where Clause (if one exists).

  11. Click Yes.

    NOTE: Once the execute process completes, a confirmation message displays.

  12. Click Ok.

  13. Click View Data to view a report of the mass changed data and confirm the updates.

  14. Navigate to the Request Role page.

  15. Click the Finish icon for the Application role when the data update is complete.

    NOTE: The Finish process initiates the workflow email to users assigned to the next role.

Create a 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 record.

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

To automatically generate a Where clause:

  1. Access the Requests page in the Navigation pane in the Content WebApp.

  2. Click the Roles icon for a request

  3. Click the Tasks icon for the Application task that performs the data entry.

  4. Click the button in the TASK ID column for the mass change task.

  5. Click the Mass Change icon in the Page toolbar.

  6. Click the Build Where Clause icon for a Mass Change record.

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

    View the field descriptions for the Mass Change Where Clause page

  7. Select a column from the COLUMN NAME list box.

  8. Select a value from the CONDITION list box.

  9. Enter the value associated with the condition in the CONSTANT field.

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

  10. Click Save.

  11. Repeat steps # 6 – 9 to “AND” together more Where clause strings.

To manually create a Where clause:

  1. Access the Requests page in the Navigation pane in the Content WebApp.

  2. Click the Roles icon for a request.

  3. Click the Tasks icon.

  4. Click the button for the task that allows data entry.

  5. Click the Mass Change icon in the Page toolbar.

  6. Click the Vertical View icon for a Mass Change record.

  7. Click Edit.

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

  8. Enter a filter in the Where Clause field.

    Or

    Modify the Where clause generated by the Where Clause Builder.

  9. Click Save.