Use the fields and options on the form to create a new search and replace update run and to specify the update method.
Search and Replace Options
Field | Description |
Description
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If you are creating a new update run, enter a description of the run, for example "Inactive
Projects." This description is for archiving purposes. If you select an existing update run, this field displays the description of the run.
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Application Area
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If you are creating a new update run, select
Billing Terms,
Project Planning, or an Info Center from the drop-down list. Your Security access rights determine the Info Centers that you can update. If you select an existing update run, this field displays the application in which the update run happened.
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Select Records
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If you are creating a new update run, click
to search for and select the records you want to change. If you select an existing update run, this field displays the records that were selected.
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WBS Level to Update
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If you select
Projects or
Billing Terms in the
Application Area field, this field displays. Use it to specify the WBS (work breakdown structure) level at which the search and replace update happens.
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Top Level: Select this option if you want the search and replace update to happen at the top level that your company has set up. The update does not include any lower levels, such as phase or task.
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All Levels: Select this option if you want the search and replace update to happen at all WBS levels, such as project, phase, and task.
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Lowest: Select this option if you want the search and replace update to happen at the lowest WBS level only. If you select this option, Vision updates the lowest level available.
For example, a project has two phases and only one of the phases has tasks:
- Phase 1 has Task A and Task B
- Phase 2 has no tasks
Vision completes the search and replace update process for Task A and Task B, because they are the lowest level of Phase 1, and for Phase 2, because it has no tasks and thus is the lowest level for that branch of the WBS.
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Column to Update
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If you are creating a new update run, select the column (field) name that you want to update. The drop-down list offers the majority of columns for the selected application, including user-defined fields. If you selected an existing update run, this field displays the column name that was updated.
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If you use Vision Multicompany, an employee record may be associated with more than one company. The associations between employees and companies are created in the Employee Info Center. When you update the Employee
Home Company (EM.HomeCompany) field, you must select a company that the employee is already associated with. When there are multiple records, make sure that you select the correct company record.
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Update Method
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If you are creating a new update run, select the type of update method:
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Value: Select this option if you want to use a value to update the column you selected in the
Column to Update field. If the column is associated with a code table, those entries display in a drop-down list in the field to the right of this field. For example, if you want to change the status for selected employees, select
Value. Then, from the drop-down list for the field that displays to the right of the
Update Method field, select a new status.
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From Another Column: Select this option if you want to use another column (field) to update the column you selected in the
Column to Update field. The drop-down list for the field to the right of the
Update Method field lists the columns for the selected application. From the drop-down list, select the column you want to use for the update.
Vision checks that the value you enter is compatible with the data type that you are replacing.
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SQL Expression: Select this option if you want to use an SQL expression to update the column you selected in the
Column to Update field. Enter the expression in the field to the right of the
Update Method field.
Vision checks that the expression you enter is valid.
If you selected an existing update run, this field displays the update method for the run.
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Update History Grid
Field | Description |
Update History Grid Drop-Down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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Run Date
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This field displays the date of the run. Click this heading to display runs by date.
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Username
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This field displays the username of the person who initiated the run. Click this heading to display runs by username.
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