Global Edit
The Global Edit tool provides a method to make changes to many EAM records at one time. This tool is available only within an EAM module's main grid.
The Global Edit tool requires the Global Edits permission for the module in which the edit is performed. Other module permissions also may affect which records/fields the user can modify.
Note: Using this tool may update the Audit Log.
Restrictions
Users may not apply a Global Edit to the following fields/field types:
- Linking Fields - These fields link one Lucity record to another.
- Account Number, Project Number Fields - These fields are either value-lookups or text fields, depending on other settings.
- Read-only fields.
- The Picture field in the Signs module.
Update |
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Property To Update |
Identifies the field the user wishes to update. |
Value To Update With |
Indicates the new value for the field. The type of field available here changes based on the field selected as the Property to Update. |
Apply Null Value |
Sets the field value to be blank. |
Records To Apply Changes To |
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Selected Record(s) Current Filter |
Indicates whether the global update should update the selected records or the entire filterset. Note: The Current Filter option can be selected only if the number of records in the filterset falls below the the Global Edit record threshold set by the Lucity administrator. |
Update Behavior |
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Perform Validations, Calculations, and Behaviors |
Directs Lucity to verify that all edits are valid and that each record is recalculated and updated.
If this option is disabled, Lucity pushes the edits directly to the database. The process is faster, but users risk saving invalid data to the field.
Note: The Validation option can be disabled only if the selection/filterset size falls within a certain record-number range. |
Update GIS |
Directs the system to update related GIS records even though validations are turned off.
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Emails |
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Emails to notify on completion |
Identifies the email addresses that the system should notify upon completion of the Global Edit. |
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Deletes an email address from the list. |
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Adds an email address entered into the related field to the email list. |
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Abandons the global update |
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Runs the global update. |
- Use to create a filter for the records you want to update.
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Select . The following pop-up appears:
- Select the Property to Update.
- Set the Value To Update With or set it to Apply a Null Value.
- Select the update Current Filter option.
- If your filterset is too large to update while validating but not too large to update via a direct SQL statement, disable the Perform Validations, Calculations, and Behaviors box. (Lucity does not recommend this method.)
- Add any email addresses that you would like the system to alert when the Global Edit is complete. This is important because there is no default notification upon completion of a global update.
- Select OK. EAM modifies the designated field on all records in the filterset and sends an email message regarding the changes to the designated recipients.
- Select one or more records in the grid.
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Select . The following pop-up appears:
- Select the Property to Update.
- Set the Value To Update With or set it to Apply a Null Value.
- Select the update Selected Record(s) option.
- If your data set is too large to update while validating but not too large to update via a direct SQL statement, disable the Perform Validations, Calculations, and Behaviors box. (Lucity does not recommend this method.)
- Add any email addresses that you would like the system to alert when the Global Edit is complete. This is important because there is no default notification upon completion of a global update.
- Select OK. EAM modifies the designated field on all selected records and sends an email message regarding the changes to the designated recipients.