Do any of you know if there is a way to mass update (or even delete) modules from the reports module.
I know how to change what modules the Reports module is surveying, but let me give an example:
If I make a report that displays all the Cases that have been created more than 3 weeks ago for Accounts of type Customer.
Is there then any way to change all the Cases’ priorities to High?
This is just an example, and the conditions that my users have setup are more complex and involve custom modules.
The only way I know that you can extract data from Reports module (apart from exporting) is to use the action from the action menu to “create a target list”.
But then to apply an action to each member of the target list… it won’t be easy without custom code. But if you were going to write custom code you wouldn’t need to do this based on reports, I guess…
Workaround suggestion: do some “pre-calculation”. Use a new custom field to “flag” each Case. Then you can use this field to filter Cases, and run Mass assigns (no reports module needed). Now your problem is dislocated to being able to accurately flag each case. But this is probably easier, maybe you can do it with on-save worklfows or after_save logic hooks.
It seems that SugarCRM has it from 7.9. Maybe this could make it to the suggestion Trello? Or should I create an issue on Github instead?
I get your workaround, but I don’t like to make “unnecessary” fields. So I think I would rather create some special advanced filters in the cases list and then let them used the built-in mass update function that way around.
I posted the suggestion on GitHub.
I noticed that the link I referred to is NOT referring to what I had in mind. That is simply mass updating Reports Modules.
I want to mass update other modules through the generated report.
Also, enabling “range search” for date fields might get you some of the way.