Getting Started #
The Update action allows you to update the records in the database . The most common uses are below.
- Common setups that span multiple companies can be updated on the same worksheet.
- New custom fields are added with no value for existing records. Easily apply a default value or update each individual record.
- PR 1095 Reporting
- PR Craft/Class Rate Updates
- PR Deduction/Liability Rate Updates
- PO Compliance/SL Compliance Expiration Dates
Summary Steps #
- Download the Table
- Change Cell Values + Fill Cells Yellow
- Format Table
- Validate Update
- Execute Update
Update Records #
The first step is to download the records you want to update. This examples walk through updating craft class pay rates.
Click the Add Table button on the left side of the ribbon.
Search for the Table containing the records. The Vista form name usually works.
Either double-click on the Table or select it and click the Save Changes button.
The base SQL Statement will download all records and all columns. You can use the Select, Join and Where buttons on the left side to further refine your results or continue to the next step.
The most common change is adding additional parameters using the Where button. Those parameters can help you filter the data to to specific Month, Contract, Job, Craft, Employee or User.
Click the Download Changes button to download the records.
You will see a table with records based on what you downloaded.
Enter the new values and make sure to fill the cells that you changed in yellow.
With your changes made, click the Format Table button on the ribbon. This will format the changes you made in the cells.
You will see Formatted in the *Result column.
Click the Validate Update button on the ribbon.
You want to see Validated in the *Result column for every marked record.
The worksheet color should also be Green.
If the *Result column says Failure then the *ErrorMsg column will tell you why.
With everything validated, click the Execute Update button.
Click the Yes button to confirm the Update.
Once the process finishes you will see Updated in the *Result column for the records that had updates.
The yellow cells will have also changed to Green.
You can click the Download button again to see the records with the updated values.
