how to move records from default update set to a different update set?

[raking08]

Of course doing one at a time is easy.. but I need to move about 300 updates currently in default along with many updates from other projects. I need to move my dev to test on a different schedule so I need to move these records for customer updates to a new update set and was hoping there might be a way to do this in a mass update. The usual table editors (i.e. change selected records) are not available.

Does anyone have a simple idea short of changing one at a time?

Many thanks

[Tanaji Patil · Accepted solution]

FYI...

Yes you can move the updates in bulk.

1> Open your update set

2> Go to Customer Updates related list

3> Right click on the filter i.e. Update set = Default and open it in a new window

4> Now check if you can see 'Update set' column there. If not then personalize and add it.

5> Use filters to just have the records need to moved.

6> Using 'shift+down arrow' you can select all the records and change the value of the update set to target update set.

This will move all your selected updates records from the current to target update set.

Hope this is what you need.

Thanks,

Tanaji

[raking08]

this works fine.. I was trying to move from the point of view of the application, but moving from with in the update set itself seems to work fine.. Thanks

[jonathan_luste]

I'd make a slight adjustment; Rather than doing a shift down approach, right-click on a column header and Update All.   This is faster and more useful for larger quantity updates.

[SaiBhargav1]

Thank you. i followed same process what you explained it's freaked me out.

[Okeke Anselem]

Still not able to implement the " Use filters to just have the records need to moved" and " Using 'shift+down arrow' you can select all the records and change the value of the update set to target update set"?