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Saving Input to records in Lookup screen


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Hi all, 

I am using IFS Release 6, Ver 18.

I have a custom Lookup screen. I have added a user_def field as checkbox type in one of the listed columns. 

 

My question is how do I save inputs to this checkbox field from the lookup screen? Inputs meaning, when I check the box.

When I click save, I get “no changes to save” message.

 

Best answer by Shneor Cheshin

@StejonatL 

I think you are after mass update functionality?

The process will be:

  • Open the relevant screen (e.g. Task).
  • Filter the records you want to update.
  • Click ‘Mass Update’ Button.
  • Enter the value(s) to update.
  • Click ‘Run’
  • Wait for the process to complete.
  • Check you records.

You can add fields to the ‘Mass Update’ screen.

 

Let me know if this helps.

Cheers!

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7 replies

Shneor Cheshin
Superhero (Employee)
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  • Superhero (Employee)
  • 1143 replies
  • August 11, 2022

Hi @StejonatL 

Can you please rephrase your question? Maybe add some screenshots?

Cheers!


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  • Author
  • Do Gooder (Customer)
  • 47 replies
  • August 11, 2022

Save Error.jpg

 

Step 1: 

Go to Lookup screen → Search
 

Step 2: 

List is populated with rows as searched, in the same Lookup screen.

Step 3:

User Input by checking the Checkbox.

 

Step 4:

Save

 

Step 5:

Result = Record that was populated in the search list and had the checkbox field checked would have saved the input.

If user were to go into that specific record, the checkbox would be checked.


Shneor Cheshin
Superhero (Employee)
Forum|alt.badge.img+28
  • Superhero (Employee)
  • 1143 replies
  • Answer
  • August 11, 2022

@StejonatL 

I think you are after mass update functionality?

The process will be:

  • Open the relevant screen (e.g. Task).
  • Filter the records you want to update.
  • Click ‘Mass Update’ Button.
  • Enter the value(s) to update.
  • Click ‘Run’
  • Wait for the process to complete.
  • Check you records.

You can add fields to the ‘Mass Update’ screen.

 

Let me know if this helps.

Cheers!


Forum|alt.badge.img+7
  • Author
  • Do Gooder (Customer)
  • 47 replies
  • August 11, 2022

Can I add the mass update button into a custom lookup screen?

 

Where do I code the logic for the popup from the mass update button for a custom lookup screen?


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  • Author
  • Do Gooder (Customer)
  • 47 replies
  • August 11, 2022

Hi @Shneor Cheshin 

You solved my problem. Thank you for your patience.


Shneor Cheshin
Superhero (Employee)
Forum|alt.badge.img+28
  • Superhero (Employee)
  • 1143 replies
  • August 11, 2022

Hey @StejonatL 

My pleasure.

Would you mind to please share the solution?

Cheers!


Forum|alt.badge.img+7
  • Author
  • Do Gooder (Customer)
  • 47 replies
  • August 11, 2022

I wanted to batch update a user_def field in a lookup screen.

SOLUTION:
1) Create Lookup screen (This will allow users to search for the necessary records that are to be updated), remember to setup the list columns and search fields first.
2) Add Mass Update Button

3) Add the corresponding user_def field to be updated into the Mass Update button by clicking on the button and clicking the pencil icon.​​​​​​​

​​​​​​​


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