Mass Updates

This article is about the feature that uses a Report Writer report to update a number of issues. If you're instead trying to reach documentation about Mass Issue Updates via the Issue Hub, then please see this article instead.

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Mass Update Issues is a mechanism for making changes to any number of issues at one time. In order to get to this:

Click on the settings gear icon in the top right, in order to open the Settings Lightbox > Click on Mass Update Issues beneath the Tools header.

When clicked, two options will appear on the right quick menu underneath the Issue Actions header, and will allow you to select the desired functionality:

• Mass Update - like the overarching feature's name, is used to change the value of certain fields (like the "Assigned To" or the "Status" field) of any quantity of issues matching particular criteria.
• Mass Delete - Used to delete any quantity of issues matching particular criteria.

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

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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
• Required By Date (if enabled)
• Target Date (if enabled)

In order to carry out a Mass Update:

1. Create a report in Report Writer that targets only those issues that you want to update. Note that the report must contain the "Issues" data set and include the "Issue Number" field.
2. Click the gear icon in the upper right > click Mass Update Issues beneath Tools.
3. Click the magnifying glass next to the report field, then choose the report 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 to be 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 report will now have the value you entered for the selected field.

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Mass Deleting Issues

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

In order to carry out a Mass Deletion:

1. Create a report in Report Writer that targets only those issues that you want to delete.
2. In the upper right corner of Issuetrak, click on the Settings icon and then select Mass Update Issues beneath Tools.
3. Along the right quick menu, choose Mass Delete.
4. Click the magnifying glass next to the report field, then choose the report 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 to be 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 report will now be deleted.