Updating calculation after Importing records

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poshaccy
Posts: 7
Joined: Wed May 11, 2022 11:55 pm

Updating calculation after Importing records

Post by poshaccy »

Hi - I have a BO that looks after the stock of tyres within a garage. Within the Stock BO there are many attributes such as tyre size, load rating, performance rating etc, etc. it also has details of Purchase prices and current stock levels.

I can import and update (via an import) for the static details such as tyre size, load rating and price, however, any attributes that have rules attached (i.e. calculations used to for the Sale Price etc) are not updated when the Import is carried out, so I then have to go through each individual record and SAVE it - this is a problem when I have +500 records to update.

Is there a way to update the rules of each record within the BO after records have been Imported? OR a bulk update that actually SAVES all the records and performs an update of all calculations - if that makes sense.

Many thanks
Paul
Jaymer
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Re: Updating calculation after Importing records

Post by Jaymer »

UPDATE Action
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poshaccy
Posts: 7
Joined: Wed May 11, 2022 11:55 pm

Re: Updating calculation after Importing records

Post by poshaccy »

Hi Jaymer - many thanks for your pointer that's sorted it out nicely (so easy when you know how).

Cheers Paul
BobK
Posts: 544
Joined: Thu Jan 31, 2008 2:14 pm
Location: Cincinnati, Ohio, USA

Re: Updating calculation after Importing records

Post by BobK »

You can use Validation on the import. This will cause the BO rules to execute.

If you are using the IMPORT action in a rule, add
WITH VALIDATION
to your rule.

if you are using the Import menu option, select the Validate option.

See the User Guide for more details
Bob
PointsWell
Posts: 1457
Joined: Tue Jan 24, 2017 5:51 am
Location: 'Stralya

Re: Updating calculation after Importing records

Post by PointsWell »

BobK wrote: Fri Nov 04, 2022 12:47 pm You can use Validation on the import. This will cause the BO rules to execute.

If you are using the IMPORT action in a rule, add
WITH VALIDATION
to your rule.

if you are using the Import menu option, select the Validate option.

See the User Guide for more details
IMPORT action defined here
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