{"id":15223,"date":"2024-12-19T08:49:32","date_gmt":"2024-12-19T08:49:32","guid":{"rendered":"https:\/\/learnsuite.pcrecruiter.net\/site\/?post_type=docs&#038;p=15223"},"modified":"2024-12-19T08:49:32","modified_gmt":"2024-12-19T08:49:32","password":"","slug":"multi-record-changes","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/augmenting-records\/multi-record-changes\/","title":{"rendered":"Multi-Record Changes"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Global Changes for Predefined Field Data<\/h2>\n\n\n\n<p>Use this tool to mass change information stored in a predefined fields on Company, Name, or Position records. Use this with strong caution. Changes made cannot be undone. Only a restored database backup (billable), from the previous day, can undo mistakes made.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"727\" height=\"686\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-30.png\" alt=\"\" class=\"wp-image-15224\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-30.png 727w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-30-300x283.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-30-360x340.png 360w\" sizes=\"auto, (max-width: 727px) 100vw, 727px\" \/><\/figure><\/div>\n\n\n<ol class=\"wp-block-list\">\n<li>Click the <strong>System<\/strong> icon on the Main Toolbar.<\/li>\n\n\n\n<li>Click <strong>Global Change<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Change Companies, Change Names, <\/strong>or<strong> Change Position<\/strong>.<\/li>\n\n\n\n<li><strong>Predefined<\/strong> field types will be selected by default<\/li>\n\n\n\n<li>Select the <strong>Field Name<\/strong> from the dropdown list<\/li>\n\n\n\n<li>Optional but strongly suggested: <strong>Limit to a Rollup<\/strong> (Note: If you skip this step, your entire database will be modified accordingly)<\/li>\n\n\n\n<li>Enter a <strong>New Value<\/strong> for the selected field.<\/li>\n\n\n\n<li>Optional: Enter an <strong>Original Value<\/strong>.\n<ul class=\"wp-block-list\">\n<li>Only records with a matching Original Value would be updated to the New Value<\/li>\n\n\n\n<li>This value must be spelled exactly as it appears in the field on records.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>If your fields currently contain information, select <strong>Modify Only Empty Fields<\/strong><\/li>\n\n\n\n<li>After checking all of your settings click <strong>Apply<\/strong> at the bottom of the window. An update window with a progress bar will confirm that your changes have been made.<a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2016\/04\/stacy-lang-Gloabl-change-field-data-2.png\"><\/a><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Global Changes for Custom Field Data<\/h2>\n\n\n\n<p>Use this tool to mass change information in a custom field on a record. Use this with strong caution. Changes made cannot be undone. Only a restored database backup (billable), from the previous day, can undo mistakes made.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1026\" height=\"218\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-31.png\" alt=\"\" class=\"wp-image-15225\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-31.png 1026w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-31-300x64.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-31-1024x218.png 1024w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-31-768x163.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-31-360x76.png 360w\" sizes=\"auto, (max-width: 1026px) 100vw, 1026px\" \/><\/figure><\/div>\n\n\n<ol class=\"wp-block-list\">\n<li>Click the <strong>System<\/strong> icon on the Main Toolbar.<\/li>\n\n\n\n<li>Click <strong>Global Change<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Change Companies, Change Names, <\/strong>or<strong> Change Position<\/strong>.<\/li>\n\n\n\n<li>Click the<strong> Custom<\/strong> charm in the upper left corner of the window.<\/li>\n\n\n\n<li>Select the appropriate<strong> Global Change Mode<\/strong> from the dropdown at the top.\n<ul class=\"wp-block-list\">\n<li>Below the dropdown menu will be a description of how each works<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Select the <strong>Field Name<\/strong> from the dropdown list<\/li>\n\n\n\n<li>Optional but strongly suggested: <strong>Limit to a Rollup<\/strong> (Note: If you skip this step, your entire database will be modified accordingly)<\/li>\n\n\n\n<li>Enter a <strong>New Value<\/strong> for the selected field.<\/li>\n\n\n\n<li>In some modes (options 3 and 5 from the list below) you will be asked to type an existing value in the <strong>Current Field Value<\/strong> box to work as an identifier for your Global Change. This value must be spelled exactly as it appears in the field on records.<\/li>\n\n\n\n<li>After checking all of your settings click <strong>Apply<\/strong> at the bottom of the window. An update window with a progress bar will confirm that your changes have been made.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"417\" height=\"248\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-32.png\" alt=\"\" class=\"wp-image-15226\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-32.png 417w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-32-300x178.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-32-360x214.png 360w\" sizes=\"auto, (max-width: 417px) 100vw, 417px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Change a Custom Field Name<\/h2>\n\n\n\n<p>Use this tool to change the name of an existing Custom Field.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the <strong>System<\/strong> icon on the Main Toolbar.<\/li>\n\n\n\n<li>Click <strong>Global Change<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Change a Custom Field Name<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Field Type<\/strong> (Company, Name, or Position).<\/li>\n\n\n\n<li>Enter the <strong>Current Field Name<\/strong> (this is case sensitive).<\/li>\n\n\n\n<li>Enter the <strong>New Field Name<\/strong>.<\/li>\n\n\n\n<li>After checking all of your settings click <strong>Apply<\/strong> at the bottom of the window. An update window with a progress bar will confirm that your changes have been made.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"753\" height=\"688\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-33.png\" alt=\"\" class=\"wp-image-15227\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-33.png 753w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-33-300x274.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-33-360x329.png 360w\" sizes=\"auto, (max-width: 753px) 100vw, 753px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Copy a Predefined Field to a Custom Field<\/h2>\n\n\n\n<p>Use this tool to mass copy information currently stored in a Predefined field to a Custom field.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the <strong>System<\/strong> icon on the Main Toolbar.<\/li>\n\n\n\n<li>Click <strong>Global Change<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Copy Predefined to Custom Field<\/strong>.<\/li>\n\n\n\n<li>Select the appropriate<strong> Global Change Mode<\/strong> from the dropdown at the top.\n<ul class=\"wp-block-list\">\n<li>Below the dropdown menu will be a description of how each works<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Select <strong>Record Type<\/strong> (Company, Name, or Position).<\/li>\n\n\n\n<li>Optional but strongly suggested: <strong>Limit to a Rollup<\/strong> (Note: If you skip this step, your entire database will be modified accordingly)<\/li>\n\n\n\n<li>Select the <strong>Predefined Field<\/strong> <strong>Name<\/strong> to copy from.<\/li>\n\n\n\n<li>Select the <strong>Custom Field<\/strong> <strong>Name<\/strong> to copy to.<\/li>\n\n\n\n<li>Optional: Enter number for the <strong>Custom Field Sort Order<\/strong><\/li>\n\n\n\n<li>After checking all of your settings click <strong>Apply<\/strong> at the bottom of the window. An update window with a progress bar will confirm that your changes have been made.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1004\" height=\"668\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-35.png\" alt=\"\" class=\"wp-image-15229\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-35.png 1004w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-35-300x200.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-35-768x511.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-35-360x240.png 360w\" sizes=\"auto, (max-width: 1004px) 100vw, 1004px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Copy a Custom Field to a Custom Field<\/h2>\n\n\n\n<p>Use this tool to mass copy information currently stored in one Custom field to another Custom field.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the <strong>System<\/strong> icon on the Main Toolbar.<\/li>\n\n\n\n<li>Click <strong>Global Change<\/strong>.<\/li>\n\n\n\n<li>Click<strong> Copy Custom to Custom Field.<\/strong><\/li>\n\n\n\n<li>Select the appropriate<strong> Global Change Mode<\/strong> from the dropdown at the top.\n<ul class=\"wp-block-list\">\n<li>Below the dropdown menu will be a description of how each works<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Select <strong>Record Type<\/strong> (Company, Name, Position, or Placement).<\/li>\n\n\n\n<li>Optional but strongly suggested: <strong>Limit to a Rollup<\/strong> (Note: If you skip this step, your entire database will be modified accordingly)<\/li>\n\n\n\n<li>Select the <strong>Custom Field<\/strong> <strong>Name<\/strong> to copy from.<\/li>\n\n\n\n<li>Select the <strong>Custom Field<\/strong> <strong>Name<\/strong> to copy to.<\/li>\n\n\n\n<li>Click <strong>Apply<\/strong>.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Mass Move Names to a Different Company<\/h2>\n\n\n\n<p>Use this tool to mass change all names on a Rollup to a new Company. A Rollup is required.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open a <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/lists\/working-inside-of-rollup-lists\/\" data-type=\"docs\" data-id=\"5564\">Rollup List<\/a> containing all names to be moved to the company.<\/li>\n\n\n\n<li><strong>Select<\/strong> all the records to be moved.<\/li>\n\n\n\n<li>Click the <strong>Change Company<\/strong> action button within the Rollup.<\/li>\n\n\n\n<li>Find the company using the <strong>Select Company<\/strong> dropdown.<\/li>\n\n\n\n<li>Click <strong>Change<\/strong>.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1823\" height=\"835\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-36.png\" alt=\"\" class=\"wp-image-15230\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-36.png 1823w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-36-300x137.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-36-1024x469.png 1024w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-36-768x352.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-36-1536x704.png 1536w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-36-360x165.png 360w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-36-1568x718.png 1568w\" sizes=\"auto, (max-width: 1823px) 100vw, 1823px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Mass Delete Records<\/h2>\n\n\n\n<p>Use this tool to mass delete Company, Name, or Position records from the database. A Rollup is required.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open a <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/lists\/working-inside-of-rollup-lists\/\">Rollup List<\/a> containing the records to be deleted.<\/li>\n\n\n\n<li><strong>Select<\/strong> all records to be deleted<\/li>\n\n\n\n<li>Click the <strong>Delete from Database<\/strong> action button within the Rollup.<\/li>\n\n\n\n<li>Deleted records will go to the PCR recycling bin by default.<\/li>\n\n\n\n<li>Click <strong>Delete<\/strong>.<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1827\" height=\"844\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-37.png\" alt=\"\" class=\"wp-image-15231\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-37.png 1827w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-37-300x139.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-37-1024x473.png 1024w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-37-768x355.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-37-1536x710.png 1536w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-37-360x166.png 360w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-37-1568x724.png 1568w\" sizes=\"auto, (max-width: 1827px) 100vw, 1827px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Global Change Modes<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"422\" height=\"241\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-38.png\" alt=\"\" class=\"wp-image-15232\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-38.png 422w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-38-300x171.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/12\/image-38-360x206.png 360w\" sizes=\"auto, (max-width: 422px) 100vw, 422px\" \/><\/figure><\/div>\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Replace All Values:<\/strong> This mode will delete all values in the custom field and replace it with the new value that you type in.<\/li>\n\n\n\n<li><strong>Modify Only Empty Fields:<\/strong> This mode will only update records with the new value IF the custom field is empty.<\/li>\n\n\n\n<li><strong>Modify Only Records With Specific Value: <\/strong>This mode will remove all values in a custom field that you type in the Current Field Value box and replace it with what you type in the New Value box.<\/li>\n\n\n\n<li><strong>Add New Value to Existing Values: <\/strong>This mode will allow you to add a new value to a custom field if it is not already selected for that record.<\/li>\n\n\n\n<li><strong>Add New Value to Existing Values for Records with Specific Values:<\/strong> This mode will allow you to add a new value to a custom field for records that already have a current value of your choosing.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Global Changes for Predefined Field Data Use this tool to mass change information stored in a predefined fields on Company, Name, or Position records. Use this with strong caution. Changes made cannot be undone. Only a restored database backup (billable), from the previous day, can undo mistakes made. Global Changes for Custom Field Data Use&hellip; <a class=\"more-link\" href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/augmenting-records\/multi-record-changes\/\">Continue reading <span class=\"screen-reader-text\">Multi-Record Changes<\/span><\/a><\/p>\n","protected":false},"author":37,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[68],"glossaries":[],"doc_tag":[],"knowledge_base":[26],"class_list":["post-15223","docs","type-docs","status-publish","hentry","doc_category-augmenting-records","knowledge_base-pcrm","entry"],"year_month":"2026-04","word_count":1016,"total_views":"425","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"gkomyati","author_nicename":"gkomyati","author_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/author\/gkomyati\/"},"doc_category_info":[{"term_name":"System Record Settings","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/augmenting-records\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRM","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/","term_slug":"pcrm"}],"knowledge_base_slug":["pcrm"],"_links":{"self":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/15223","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/37"}],"replies":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=15223"}],"version-history":[{"count":3,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/15223\/revisions"}],"predecessor-version":[{"id":15476,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/15223\/revisions\/15476"}],"wp:attachment":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=15223"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=15223"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/glossaries?post=15223"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=15223"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=15223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}