Custom Field Grid Update

Hello,

Below instructions for CR 033:

1. Open advanced export and download companies data:

2. On grid tabs (Programs By Country in this example), you will find grid data and row id which will be used for updating grid rows:

Let’s update program id for organizations 8674, 8675 from list above:

3. Use info from step 2 to create batch update excel:

Parameter 1 and 2 is taken from setup of custom fields

<Grid title="Programs by Country" id="countryGrid" orderby="country" descending="true">

…

<Column title="Program" id="program" type="dropdown">

<Option title="EDI" value="EDI"/>

<Option title="Email (PDF)" value="Email (PDF)"/>

<Option title="OB-10" value="OB-10"/>

<Option title="XML" value="XML"/>

</Column>

Parameter3 is option value, Parameter 4 is option title (same in this case)

Parameter5 is rowid from step 2.

4. Go to Super Admin -> Batch Updates, and upload this file, review results:

5. Open organizations 8674, 8675:

6. Lets use another option to delete grid row (in case instead of setting field you want to remove row). Using organization 8676:

7. Creating file for update:

Here we need to specify only grid id (Paraneter1) and rowid from step2, because we need to delete whole row.

8. Review organization – row deleted:

9. Let’s add new row to organization from step 8. This will require more work as we need to set all fields:

10. Again running batch update:

11. Results:

Sample file used in this instruction attached.