Mass changer

The mass changer helps you make the same change(s) to multiple entity records at once. Rather than open 150 employee records one at a time to record a fixed percentage pay increase, you can select the records you want to act on, specify the pay change to make, and apply the change in one process. The mass changer saves time and reduces omissions and errors.

Some changes can have big consequences, so be sure to "measure twice and cut once". In particular, changing the main, ledger, or auxiliary segments on accounts modifies the chart of accounts structure. Changes to an account segment affects accounts, but the underlying segment items are not changed. The mass changer will return errors if changes to the account structure would produce duplicate accounts.

ClosedMake changes from an entity folder

  1. In the Navigation pane, highlight the folder with the entity records you need to change.
  2. Right-click and select Select and Change... from the shortcut menu. The Change wizard starts.

  3. On the Selection tab, select a filter or define any filters to apply to the data.
  4. Select the Changes tab.

  5. In the Fields list box, highlight a field to change. A field is added to the panel on the right.
  6. In the field, enter the value to change the current field value(s) to.
  7. Repeat steps 5-6 for each field you want to change.
  8. When you finish specifying changes, click Next >>. ActivityHD prompts you to confirm that you want to make the changes.
  9. Click Yes.
  10. Click Finish.

ClosedMake changes from the HD view

  1. In the Navigation pane, highlight the folder with the entity records you need to change.
  2. In the HD view, select the entity records to change. You can use Ctrl and/or Shift selection to select multiple records.
  3. Right-click and select Change from the shortcut menu. The Change wizard starts.

  4. In the Fields list box, highlight a field to change. A field is added to the panel on the right.
  5. In the field, enter the value to change the current field value(s) to.
  6. Repeat steps 4-5 for each field you want to change.
  7. When you finish specifying changes, click Next >>. ActivityHD prompts you to confirm that you want to make the changes.
  8. Click Yes.
  9. Click Finish.

ClosedUse the mass changer to change specific positions in an account mask to wildcards

Note

The following procedure applies only to entities which reference an account mask.

  1. In the Navigation pane, highlight the folder with the entity records you need to change.
  2. Right-click and select Select and Change... from the shortcut menu. The Change wizard starts.

  3. On the Selection tab, select a filter or define any filters to apply to the data.
  4. Select the Changes tab.

  5. In the Fields list box, highlight the field with an account mask you want to change. Controls are added to the panel on the right.

  6. In the account field, enter the desired account mask using the instructions for the Replace All/Partial Replace options as a guide (see the next step).
  7. Select the option that describes the type of replacements you want to make in the account mask. Your options are:
    • Replace All. If you select this option:
      • Using an underscore in a specific position clears the value and leaves it empty.
      • Using a question mark in a specific position changes the value to a wildcard.
    • Partial Replace. If you select this option:
      • Using an underscore in a specific position leaves the value unchanged.
      • Using a question mark in a specific position changes the value to a wildcard.
  8. Specify other changes if necessary.
  9. When you finish specifying changes, click Next >>. ActivityHD prompts you to confirm that you want to make the changes.
  10. Click Yes.
  11. Click Finish.

ClosedUse change bots

The ability to mass change records using change bots is available when running the mass changer from an entity's HD view.

Tip

Use "ShowFields" to help learn the syntax to use in change bots.

  1. In the Navigation pane, highlight the folder with the entity records you need to change.
  2. In the HD view, select the records to change. You can select the records manually or use filtering to make your selections.
  3. Right-click in the HD view and select Change... from the shortcut menu. The Change wizard starts.

  4. In the Fields list box, highlight "Change Bot". A Bot text box displays in the upper right panel.

  5. In the Bot text box, enter the appropriate bot code to make the desired changes. (See examples below.)
  6. If the bot code you entered depends on an existing class or module bot, select that bot in the Using field. You can select multiple class and module bots in the Find dialog, if needed. If you enter multiple bot names manually, separate the names with commas.
  7. Click Next >>. ActivityHD prompts you to confirm that you want to make the changes.
  8. Click Yes.
  9. Click Finish.
Change bot examples

Tip

You can highlight and copy code snippets directly from the help topic!

ClosedSet the GL date on an AR invoice to the invoice date

ClosedChange the domain on email addresses

ClosedUppercase the contents of a specified field

ClosedUppercase the contents of the field specified in an input field

ClosedChange UPPER case text to Proper case

ClosedDisplay the current status of employees in Payroll

ClosedSet company authorized users to "web only"

ClosedAdd an AP Control to Payroll check lines

ClosedSet a description from the value entered in an input box

ClosedStrip the first n characters from a description

ClosedAssign a rollup based on assignment to another rollup

ClosedDirectly assign a rollup item code which matches a rollup item code already assigned

ClosedSet the rollup item on an account to the same rollup item as that on the account in another ledger