Equinox Corporate Plus

TABLE OF CONTENTS

• Overview
• Objects Supporting Mass Update
• Accessing the Feature
• User Flow
  • Step 1 – Select the Object Scope
  • Record Selection Logic
  • Step 2 – Select Field and Value
  • Supported Field Input Types
  • Step 3 – Review and Confirm
  • Step 4 – Batch Processing and Notifications
  • Step 5 – Error Handling and Report
• Best Practices

Overview

The Mass Update feature allows users to update a large number of records at once, directly from Salesforce list views, without editing each record individually.
It’s designed to streamline administrative updates across your core IPMS objects — such as Families, Patents, Designs, Trademarks, and others — while maintaining data integrity and user permissions.

Objects Supporting Mass Update

The Mass Update button appears in the list views (excluding “Recently Viewed”) for the following objects:

Accessing the Feature

1. Navigate to a supported list view (e.g., “All Patents”, “Families – Active”).

2. Ensure you are not in “Recently Viewed”.

3. Click the Mass Update button in the list view toolbar.

This opens the Mass Update Wizard, a guided modal process built with Visualforce.

User Flow

Step 1 – Select the Object Scope

You’ll first see two options:

• Current Object — Update fields directly on the object you’re viewing (e.g., Family, Patent).

• Related Object — Update fields on an object related to the one you’re viewing (e.g., update all Patents linked to the selected Families).

Record Selection Logic

Example:
If your “Patents in Force” view filters 1,816 records, and no manual selection is made, the mass update applies to all 1,816.

Step 2 – Select Field and Value

After selecting “Next”:

1. Use the search bar to find the field to update (only editable fields are available).

   • Formula, system, and restricted fields are excluded.

2. Define how you want to update the field:

   • New Value: The value to apply to all selected records.

   • Add a Filter on Current Value (optional): Limit the update to records currently holding a specific value.

Supported Field Input Types

Depending on the field you select, the UI adapts automatically:

Step 3 – Review and Confirm

A confirmation modal summarizes the operation:

• Total records affected

• Field to update

• New value (and current value, if a filter is used)

Example:

You are about to update 224 Family records
Field: Managing Associate
New Value: Questel

Click Apply to confirm or Back to revise your settings.

Step 4 – Batch Processing and Notifications

When you click Apply:

• The update runs asynchronously via a Platform Event batch to prevent timeouts.

• You’ll receive:

  • A Salesforce in-app notification upon completion.

  • An email (if applicable) summarizing the results.

Step 5 – Error Handling and Report

If errors occur (e.g., invalid lookup, missing permissions), a detailed CSV error report is emailed to you.

Report Structure:

File name format:
Mass Update - Report error [YYYY-MM-DD].csv

Best Practices

• Always preview your filters before launching a large update.

• Use “Add filter on current value” when you want a controlled change.

• Avoid running mass updates on views with more than 2,000+ records during business hours to prevent queue delays.

• Review the error report email after every large update.