Mass Updates

Information

Mass Updates is a mechanism for making changes to any number of issues at one time.  This feature exists in the Administration menu and is labeled as "Mass Updates".  When clicked, two options will appear along the lefthand menu that allow you to select the desired functionality: 

  • Update Issues - Also called Mass Updates like the overarching feature's name.  Used to change the value of the "Assigned To" field or change the "Status" of any quantity of  issues matching a particular criteria
  • Delete Issues - Also called Mass Delete.  Used to delete any quantity of issues matching a particular criteria

The Mass Updates feature is tightly integrated with the Report Writer's query functionality for the purpose of selecting which issues to update.  In order to use Mass Updates, you will need to know how to construct a query using the Report Writer.  If you would like to learn how to make a query in Report Writer, please see this article.  It is not recommended to proceed without knowledge of how to properly construct a Report Writer query. 

Mass Updating Issues

It is possible to simultaneously apply the same value for several fields in issues when applying a Mass Update.  The fields that can be changed are:

  • Assigned To
  • Class (if enabled)
  • Next Action (if enabled)
  • Status

Email Notifications and Substatus Rules WILL NOT APPLY to issue events that occur as a result of a Mass Update.


In order to carry out a Mass Update:

  1. Create a query in Report Writer that targets only those issues that you want to update.
  2. In the upper left corner of Issuetrak, hover over the Administration menu and then select Mass Updates
  3. Click the magnifying glass next to the Query field, then choose the query you will use to select issues that will be affected.
  4. In the Field dropdown, select the field that you want to change. 
  5. In the Value field, enter the value that you want the field to be set to for all affected issues.
  6. Click Preview
  7. Verify that the preview results display the issues that you want changed.
  8. If you're sure that the information you've entered and see displayed is correct, click Update.
  9. A warning prompt will appear.  If you're certain that you wish to proceed, click OK

All of the issues selected by the query will now have the value you entered for the selected field. 

Mass Deleting Issues

Mass Delete simply deletes all issues that show up in the results of a query. 

In order to carry out a Mass Deletion:

  1. Create a query in Report Writer that targets only those issues that you want to delete.
  2. In the upper left corner of Issuetrak, hover over the Administration menu and then select Mass Updates
  3. Along the lefthand menu, choose Delete Issues.
  4. Click the magnifying glass next to the Query field, then choose the query you will use to select issues that will be deleted.
  5. Click Preview
  6. Verify that the preview results display the issues that you want changed.
  7. If you're absolutely certain that you want to delete the issues displayed, click Delete
  8. A warning prompt will appear.  This is your last chance to reconsider.  Any data lost is lost forever unless you resort to any disaster recovery steps your organization may have in place.  If you wish to proceed, click OK

All of the issues selected by your query will now be deleted.