Organisation EditMultipleObjects: Difference between revisions

From Pro 9 Wiki
Jump to navigation Jump to search
(Created page with "<translate> == Handle Multiple Objects == In the ''Handle multiple objects'' view you are able to make multiple edits in one place, choose to edit all selected objects at once or one by one. Editable fields are ''Object info'', ''Pro 9 is master'' and ''Attributes'', check fields and select attribute in drop down menu to update. From this view book services and move object/s tabs are available and can be used to book or move multiple objects or objects can be handled o...")
 
(Marked this version for translation)
Line 1: Line 1:
<translate>
<translate>
== Handle Multiple Objects ==
== Handle Multiple Objects == <!--T:1-->


<!--T:2-->
In the ''Handle multiple objects'' view you are able to make multiple edits in one place, choose to edit all selected objects at once or one by one. Editable fields are ''Object info'', ''Pro 9 is master'' and ''Attributes'', check fields and select attribute in drop down menu to update.
In the ''Handle multiple objects'' view you are able to make multiple edits in one place, choose to edit all selected objects at once or one by one. Editable fields are ''Object info'', ''Pro 9 is master'' and ''Attributes'', check fields and select attribute in drop down menu to update.


<!--T:3-->
From this view book services and move object/s tabs are available and can be used to book or move multiple objects or objects can be handled one by one.
From this view book services and move object/s tabs are available and can be used to book or move multiple objects or objects can be handled one by one.


<!--T:4-->
If objects are imported from an external register (Pro 9 is not master), changes should be carried out externally.
If objects are imported from an external register (Pro 9 is not master), changes should be carried out externally.


=== How to - Show the Handle Multiple Objects View ===
=== How to - Show the Handle Multiple Objects View === <!--T:5-->


<!--T:6-->
# Search for objects in the [[{{Link}}Organisation MainSearch|main search view]] and check the objects you want to edit
# Search for objects in the [[{{Link}}Organisation MainSearch|main search view]] and check the objects you want to edit
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select handle multiple objects
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select handle multiple objects
#:* The handle multiple objects view opens
#:* The handle multiple objects view opens


=== How to - Edit All Selected Objects ===
=== How to - Edit All Selected Objects === <!--T:7-->


<!--T:8-->
# Select '''Edit all objects in the list'''
# Select '''Edit all objects in the list'''
# Check the '''Info''' box if you want to update object info
# Check the '''Info''' box if you want to update object info
Line 25: Line 30:
# Click '''save'''
# Click '''save'''


=== How to - Edit Objects One by One ===
=== How to - Edit Objects One by One === <!--T:9-->


<!--T:10-->
# Use the arrows or click the name of the object you want to edit
# Use the arrows or click the name of the object you want to edit
# If you want to change the object’s general information:
# If you want to change the object’s general information:
Line 47: Line 53:
## Click '''save'''  
## Click '''save'''  


=== How to - Book Services ===
=== How to - Book Services === <!--T:11-->


<!--T:12-->
# If '''Edit all objects in the list''' is selected in the list
# If '''Edit all objects in the list''' is selected in the list
#:* Read more about how to [[{{Link}}Biller_EditMulti|Multi book services]]
#:* Read more about how to [[{{Link}}Biller_EditMulti|Multi book services]]
Line 54: Line 61:
#:* Read more about how to [[{{Link}}Biller_EditDevice|Book services on object]]
#:* Read more about how to [[{{Link}}Biller_EditDevice|Book services on object]]


=== How to - Move Objects ===
=== How to - Move Objects === <!--T:13-->


<!--T:14-->
:* Read more about how to [[{{Link}}BillerOrg_MoveBillGroup|Move]] objects
:* Read more about how to [[{{Link}}BillerOrg_MoveBillGroup|Move]] objects


Revision as of 06:55, 3 March 2023

Handle Multiple Objects

In the Handle multiple objects view you are able to make multiple edits in one place, choose to edit all selected objects at once or one by one. Editable fields are Object info, Pro 9 is master and Attributes, check fields and select attribute in drop down menu to update.

From this view book services and move object/s tabs are available and can be used to book or move multiple objects or objects can be handled one by one.

If objects are imported from an external register (Pro 9 is not master), changes should be carried out externally.

How to - Show the Handle Multiple Objects View

  1. Search for objects in the main search view and check the objects you want to edit
  2. Click the icon Icon Links.png to open the action menu in the toolbar above the table, and select handle multiple objects
    • The handle multiple objects view opens

How to - Edit All Selected Objects

  1. Select Edit all objects in the list
  2. Check the Info box if you want to update object info
    • Add new info or leave blank to erase content in selected objects
  3. Check the Pro 9 is master box if you want to update pro 9 is master
    • Check the box to indicate if Pro 9 is master or if the information is to be imported from an external register
  4. Select attribute to update in the drop-down menu
    • Enter a value
  5. Click save

How to - Edit Objects One by One

  1. Use the arrows or click the name of the object you want to edit
  2. If you want to change the object’s general information:
    1. Change or add relevant information in the Object name and Info fields. The object type and node are not editable
    2. Check the box to indicate if Pro 9 is Master or if the information is to be imported from an external register
    3. MEX
      1. Check the box to indicate if the object is a MEX (only available for extension objects)
        • In this case, also define the cell phone number in the field that shows up when you check the box
        - or -
      2. Uncheck the box to disconnect a MEX
        • Check the keep current organization group if you want to keep current organization group
        • Check the keep current person if you want to keep current person connected
        • If you want to change organization group and/or person connection, uncheck the box and select a new value in the dropdown-lists
        • It is also possible to search for a specific value, enter the name (or part of the name) of the group/person in the search field
        • The menu will automatically update based on your search
        • Select a group/person in the menu
    4. Click save
  3. If you want to change the attribute values:
    1. Change the values of the fields in the Attribute section as appropriate
    2. Click save

How to - Book Services

  1. If Edit all objects in the list is selected in the list
  2. If one object is selected in the list

How to - Move Objects

  • Read more about how to Move objects
Retrieved from "http://wiki.proopti.com/Pro9/index.php?title=Organisation_EditMultipleObjects&oldid=5617"