Understanding and Using Batches

Overview

Batches provide organizations with a mechanism to group multiple records together via a unique record ID when mass adding, editing or removing them. This is typically used when doing bulk operations or importing data into the system. By grouping records into a batch, they can be easily identified and viewed in a central place once loaded. This article explains how batches work and provides instructions for adding and editing batches in your Practifi organization.

• Understanding Batches
• Adding a Batch
• Editing a Batch

Understanding Batches

A batch is a special record type within Practifi that effectively allows the grouping of records, normally across a particular object. This grouping is created ahead of an initial data load, mass record change or mass record removal to ensure that changes are tracked and can potentially be recalled if issues are found.

For example, if you need to update the Owner on a large number of Entity records via Data Loader, you can create a batch to capture all of the affected households, organizations and individuals. If you later find that the wrong Owner ID was loaded for those entities, you can use the Batch ID mapped to the practifi__Batch__c field to revert your changes for the records included in the batched group.

Please note: There are record number limitations for the Recycle Bin for your organization. If the number of records you have mass deleted has surpassed the limitation, you may be unable to retrieve the complete batch.

Adding a Batch

To add a batch, follow these steps:

1. Click the App Launcher located in the upper left-hand corner of Practifi. 
2. Enter Batches into the Search Apps and Items search bar, then select the Batches option that populates from the search.
   
   
   
   
3. In the upper right-hand corner of the Batches page, click the New button to add a batch. A new tab opens.
   
   
   
   
4. On the New Batch screen, click the Batch Type drop-down field and select a Batch Type.
   Please note: It is recommended that teams use the Dataset option for Batch Type. The Apex Job option is utilized by the system when handling automated jobs and should not be used by Practifi users.
   
   
   
   
5. Enter a Batch Name. 
6. Optionally, add a Description to identify the batch.
7. Click Save to create the batch or Save & New to create an additional batch.

Editing a Batch

To edit a batch, you’ll need to do the following:

1. Click the App Launcher located in the upper left-hand corner of Practifi. 
2. Enter Batches into the Search Apps and Items search bar, then select the Batches option that populates from the search.
3. To select the required batch, you can either search for it using the Search this list… search bar or scroll until you find the record you want to change.
   
   
   
   
4. Once found, select the caret button on the right side of the record and then click Edit.
   
   
   
   
5. Make any necessary changes to the record, then select Save.