Batch editing records

You can set a value for multiple records from the Results tool with one request. Batch editing improves performance by limiting the number of requests to the server.

About this task

When you batch edit records on a mobile device, the changes are stored in the local database before they are sent to the server. Records are shown in a pending state until they are uploaded to the server. You might encounter an error if you edit a record that has been modified since your last sync with the server. This might occur if you edit a record in offline mode for example. You might change the status of a work order to closed and receive a message from the server that it has already been closed.

This example changes the status of multiple work orders to In Progress by using batch editing in the Technician application.

Procedure

  1. In the Technician application, open the Query tool and highlight multiple work orders on a map.
  2. Click Execute Query to retrieve data about the features that you selected in the map.
  3. Click Send to Results to send the query result data to the Results tool.
  4. Open the Results tool.
    Feature details are displayed in a table.
  5. Select multiple work orders from the results list.
  6. From the Actions menu, select Edit Batch.
  7. Click Choose from option menu and then select In Progress.
  8. Click Save and then click Apply.
    A system message shows you a list of the items that were updated.