Once you finish preparation for adding, modifying or deleting data, you are ready to perform the update by one of the three choices available. To complete the update process:
Enter a description for this update and select the source from the drop-down list in the Settings form.
Identify whether you wish to review the records individually using DataLoader or Batch Process the data by clicking the appropriate radio button.
Note: The ability to 'Immediately apply updates in bulk' is controlled by your rights. The 'Grant/Deny' setting for this is found in the Right Identifiers window of the Configuration Utility (Tools > Security > Rights Identifiers). If you are not granted this right, the radio button is not available for use.
Immediate Processing
If you have security to immediately apply updates in bulk, the first processing choice is available for your selection:
When you select the radio button and click Update on the form header.
You may either continue by clicking OK or return to Mass Update to select a different method of updating.
When the batch is processed, click OK to acknowledge the completion.
Review and Post Rows Individually
When you select the second processing choice and click 'Update' on the form header, a message displays confirming you will proceed via the selected method.
You may either continue by clicking OK or return to Mass Update to select a different method of updating.
When you click OK, you proceed to the DataLoader review form.
Submit for Batch Processing
When you select the third processing choice and click 'Update' on the form header, a message displays confirming you will proceed via the selected method.
You may either continue by clicking OK or return to Mass Update to select a different method of updating.
When you click OK, a message briefly displays and indicates the batch is being created.