Have system-generated review files appear in the drop-down list in Global/Rapid Update
Idea Description
If system generated review files could appear in Global Update/Rapid Update Review File dropdown list without even downloading them to Create Lists first that would save so much time.
It's a normal part of my daily workflow to upload records using Mobile Worklists or Data Exchange, copy them into Create Lists and manipulate the file in Global or Rapid Update.
Idea Value
With the file appearing in the dropdown list in Global/Rapid update, the file can be manipulated as usual AND users wouldn't have to remember to empty the Review File (which was only created so it could be used in Global/Rapid update)
AdminMike Dicus
(Product Manager, Innovative)
shared this idea
-
MEEP candidate for the Sierra 6.5 release
Functional Requirements (what does it need to do?)
• In the Global/Rapid Update functions, the list of review files to select as the target set of records is augmented with the "system-generated review files" available on the system, in the same way as the Create Lists "copy review file" action.
• A Global/Rapid Update task that targets a "system-generated review file" processes all the records in that file at the time it was selected. In other words, any subsequent updates to that "system-generated review file" (records added/removed, etc.) are not visible to the running Global/Rapid Update process.
• After the Global/Rapid Update process completes, any data related to the record range has been cleaned up (e.g., temporary files deleted, transient review files cleared, etc.).
• Existing review files in Create Lists are not used/modified by the Global/Rapid Update process. -
AdminJulie Cole
(Admin, Innovative)
commented
MEEP candidate March 2024
-
Lloyd Chittenden
commented
I'd still want the option of copying to a review file.