Creating Four Mass Updates
Once you have created the first two mass updates and the two saved searches, you need to follow a similar process to make sure the rest of the objects have been included for the bundle removal.
Mass Update Scenario 3
This mass update captures all the outside bundle components referenced by inside bundle components.
- Open Lists > Mass Update > Mass Updates
- Open General Updates > Custom Records > Customization
- Check Use Expressions on the Criteria tab.
- Add the following filters on the Criteria tab:
Parens | Filter | Description | Parens | And/Or | |
---|---|---|---|---|---|
Filter 1 | Inactive | Is false | and | ||
Filter 2 | Clean-Up Status | Is Under Investigation | and | ||
Filter 3 | ( | Scripts: Clean-Up Status | Is To Be Cleaned Up | or | |
Filter 4 | Workflows: Clean-Up Status | Is To Be Cleaned Up | or | ||
Filter 5 | Forms: Clean-Up Status | Is To Be Cleaned Up | or | ||
Filter 6 | Searches/Mass Updates: Clean-Up Status | Is To Be Cleaned Up | ) |
- Open the Mass Update Fields tab.
- Scroll down and check the box for Removal Scenario
- Choose Outside bundle referenced by inside from the drop down menu.
- Check the box for Removal Scenario 3
- Click Save
Mass Update Scenario 4
This mass update captures all the bundle objects that are referencing non bundle components.
- Open Lists > Mass Update > Mass Updates
- Open General Updates > Custom Records > Customization
- Check Use Expressions on the Criteria tab.
- Add the following filters on the Criteria tab:
Filter | Description | Formula | |
---|---|---|---|
Filter 1 | Inactive | Is false | |
Filter 2 | Clean-Up Status | Is to Be Cleaned Up | |
Filter 3 | Formula (Numeric) | Is 1 | CASE WHEN custrecord_flo_data_source.custrecord_flo_cleanup_status} != 'To Be Cleaned Up' OR {custrecord_flo_list.custrecord_flo_cleanup_status} != 'To Be Cleaned Up' OR {custrecord_flo_cust_parent.custrecord_flo_cleanup_status} != 'To Be Cleaned Up' OR THEN 1 ELSE 0 END |
- Open the Mass Update Fields tab.
- Scroll down and check the box for Removal Scenario
- Select In bundle referencing record outside from the drop down menu.
- Check the box for Removal Scenario 4
- Click Save
Mass Update Scenario 5
This mass update flags all Non bundle components dependent on bundle components.
- Open Lists > Mass Update > Mass Updates
- Open General Updates > Custom Records > Customization
- Check Use Expressions on the Criteria tab.
- Add the following filters on the Criteria tab:
Parens | Filter | Description | Parens | And/Or | |
---|---|---|---|---|---|
Filter 1 | Inactive | Is false | and | ||
Filter 2 | Clean-Up Status | Is Under Investigation | and | ||
Filter 3 | ( | Data Source(s): Clean-Up Status | Is To Be Cleaned Up | or | |
Filter 4 | List: Clean-Up Status | Is To Be Cleaned Up | or | ||
Filter 5 | Parent: Clean-Up Status | Is To Be Cleaned Up | ) |
- Open the Mass Update Fields tab.
- Scroll down and check the box for Removal Scenario
- Choose Outside bundle referencing inside from the drop down menu.
- Check the box for Removal Scenario 5
- Click Save
Mass Update Scenario 6
This mass update captures all the bundle components referenced by non bundle components.
- Open Lists > Mass Update > Mass Updates
- Open General Updates > Custom Records > Customization
- Check Use Expressions on the Criteria tab.
- Add the following filters on the Criteria tab:
Filter | Description | Formula | |
---|---|---|---|
Filter 1 | Inactive | Is false | |
Filter 2 | Clean-Up Status | Is to Be Cleaned Up | |
Filter 3 | Formula (Numeric) | Is 1 | CASE WHEN {custrecord_flo_searches.custrecord_flo_cleanup_status} != 'To Be Cleaned Up' OR {custrecord_flo_scripts.custrecord_flo_cleanup_status} != 'To Be Cleaned Up' OR {custrecord_flo_wflws.custrecord_flo_cleanup_status} != 'To Be Cleaned Up' OR {custrecord_flo_cust_forms.custrecord_flo_cleanup_status} != 'To Be Cleaned Up' THEN 1 ELSE 0 END |
- Open the Mass Update Fields tab.
- Scroll down and check the box for Removal Scenario
- In bundle referenced by outside from the drop down menu.
- Check the box for Removal Scenario 6
- Click Save
Next Step: Investigating Through Saved Searches