roundCause DocumentationroundCause Product Manual Batch UploadsHow do I Process Selected Batch Upload records instead of all available for processing?

How do I Process Selected Batch Upload records instead of all available for processing?

Release Version: Connect 2.10

Process selected batch is a special-purpose tool and is not recommended as the default mode of batch upload processing management.

Current limitations are that it is not designed for processing more than approximately 1,000 records (due to performance limitations), and filtering capabilities are also not extensible. For large-scale processing control, establish control over batch upload record status to ensure that batch upload records are not in a processable status until you are prepared to process them. When that is in place, you can use the standard BatchUploadBatchable job, or Process All Records button, to process all records that remain in a processable status.

Open the Batch Upload object

Open the Batch Upload object
  1. Navigate to the Batch Upload object
  2. Click Go next to any view to get to the Process Selected screen, the record filtering happens later so select any list view

Open the Process Selected Batch wizard

Click the Process Selected Batch button - the record filtering happens later so there is no need to select records at this point

Set Filter Criteria and view records

Set Filter Criteria and view records
  1. Set Filter Criteria and click View Record to see the records that match the filter criteria

In the example above, the filter will show all Batch Upload records created in December where the type of gift is Donation.

Process All or Process Selected

Process All or Process Selected

Process All - will process all Batch Upload records listed in the defined filtered view. If there are multiple pages of results, all results will still be processed, even if some results are not currently visible to the user on-screen.

Process Selected - will process only those Batch Upload records in the defined filtered view that are also selected manually in the Action column of the view

Note: Processing still conforms to standard Batch Upload rules. This means that only records of Status 'New' or 'To Process' will be Processed when one of the above buttons is clicked.

Note: Only one instance of BU processing job can be running at a time. If a user attempts to initiate a second instance of the BatchUploadBatchable job, they will receive an error indicating that the current job must complete before the user can initiate the job again.