How to create import files that modify (update) records |
To create an import file that modifies existing database records:
Step 1. On the screen for which you will import data, click the Define Filter 
button.
The Filter dialog box appears.
Step 2. Specify your restrictions in the Filter dialog box. When you execute the batch process to update database records, all records that meet the specified criteria are updated. To learn how to prepare data for individual fields, refer to the online Help for the screen.
-
Tip: You can modify the value of any field listed in the Filter dialog box for the screen that you are currently accessing.
Step 3. Click the Get Data 
button.
The screen fields populate with the retrieved record (or records).
Step 4. Click the Prepare for Update 
button to make the fields available for input.
Step 5. Type new data in the fields that you will update. For example, to assign designated account IDs to a new account group, specify the new account group ID in the Account group ID field.
Step 6. To save the template and continue the batch creation process, go to how to create batch import templates.
_______________
See Also
Display a field's properties (screen, window, and control IDs; and table and column name)