Bulk Data Updater
This XrmToolBox tool allows you to bulk delete or update the value of the
rows based on the view or FetchXML (developed by
Jonas Rapp).
Sometimes, there is a requirement to update the value for multiple rows
for data patching purpose or bulk delete the data.
To bulk update the column values, you can use this tool to select the
rows to update by querying with FetchXML or selecting a view, set the
value for the columns and bulk update the values. You can also
re-trigger cloud flows, workflows or plugins of multiple rows by
selecting the column to phantom update with the same value.
- Tool Information
- Documentation
- Forum
- Video Tutorial
- Functionalities
- Bulk update the column values (Fig. 1, Pt. 22)
- Retrieve the rows to update using FetchXML
- Edit using FetchXML builder (Fig. 1, Pt. 1)
- Edit using built-in XML editor popup (Fig. 1, Pt. 2) (Fig. 2)
- Select the system or personal view and use the FetchXML of the selected view (Fig. 1, Pt. 2) (Fig. 3)
- Open the XML file in the local folder (Fig. 1, Pt. 4)
- Select the rows to update
- Select the column to update (Fig. 1, Pt. 10)
- Selection action
- Set a fixed value (Fig. 1, Pt. 11, 12)
- Set a dynamic value using fixed text and XRM Tokens (Fig. 1, Pt. 13) (Fig. 4)
- Phantom update with the same value (Fig. 1, Pt. 14)
- Set a null value (Fig. 1, Pt. 15)
- Specify to update only if the value is different from the existing value (Fig. 1, Pt. 16)
- Add/Remove the columns to update (Fig. 1, Pt. 17, 18)
- Trigger cloud flows, workflows or plugins by phantom updating with the same value (Fig. 1, Pt. 14)
- Bulk delete the rows (Fig. 7)
- Additionally, the tool can
- Display the number of rows returned from the query (Fig. 1, Pt. 5)
- Display the number of selected rows to be updated (Fig. 1, Pt. 9)
- Allow specifying execution options
- Set the delay between each call (Fig. 1, Pt. 19)
- Set the number of rows to update in each batch (Fig. 1, Pt. 20)
- Ignore the errors in the batch (Fig. 1, Pt. 21)
- Show Display Name of the columns (Fig. 8, Pt. 1)
- Filter the columns based on the metadata properties (Fig. 8, Pt. 2)
- Similar Tool
Fig. 1 - Bulk Data Updater
Fig. 2 - XML Editor
Fig. 3 - View Selector
Fig. 4 - Dynamic Value
Fig. 5 - Update Owner
Fig. 6 - Update Status and Status Reason
Fig. 7 - Bulk Delete
Fig. 8 - Bulk Data Updater Column Options
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