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

raking08 · ‎07-30-2015

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 · ‎08-07-2015

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

View solution in original post

JaishreeR · ‎12-29-2024

Hi @Okeke Anselem

For example if you have created a new update set called "A", then to move the changes from "default" update set to "A", follow the below steps .

1. Go to system update sets --> Local update sets --> Default Update set --> Customer Updates -->in the filter you will have Update Set = Default , right click and open that in new window.

2. Now go to the Column " Update Set" --> you can choose update all or update selected and the Customer Update form will appear and in the update set field give the new update set "A" and then give update.

Now all the changes will be moved a new update set.

will_smith · ‎09-06-2016

I just came across this blog and thought it might be helpful for your update set scenario:

SN Pro Tips — Quickly Move Changes Between Update Sets

Pritam Mangrulk · ‎07-14-2020

Hi

You can check below blog, it shows how to change update set using background script:

https://glidecenter.com/change-update-set-using-a-background-script/

Thanks,

Pritam