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Reverting Data in a Batch

At certain points, record data values are stored as a “reversion value”. Once changes have been made to the data, it is then possible to revert to these stored values.

It is important to note that the reversion values are only created when the following occurs:

  • Batch creation

  • Successful Provisioning

Therefore, consider the following example:

  1. A batch is created with a record containing Field A, containing ABC

  2. Field A is changed to contain 123

  3. Field A is changed again to contain 456

  4. Field A is reverted

  5. Field A now contains ABC

  6. Field A is changed to contain 6970

  7. Record is provisioned

  8. Field A is deleted

  9. Field A is reverted

  10. Field A contains 6970

Change Indicators

Fields containing data that has been altered from the stored reversion value contain a red indicator in the top-left of the cell.

Additionally, at the left side of the record there will be a circular Revert Record Changes icon. If this is red it denotes there are changes to one or more field(s) on the record.

../_images/batch-changed-field-record-indicator.png

Note: The Revert Record Changes icon will only be red if the record has one or more field(s) that have been altered

How to revert data

Data can be reverted at several locations:

  • an individual field

  • an entire record

  • an entire role

  • an entire batch

Individual field

  1. Click on a cell in the table. A menu bar will pop up displaying the possible format options:

  2. Click on the Revert action. The value will change back to the reversion value.

    ../_images/batch-revert-field-data.png

Tip

Hovering the curser over the Revert action will display the previous value that the field will be reverted to.

Entire Record

  1. Click the circular red Revert icon to the left of a record:

    ../_images/batch-changed-field-record-indicator.png

  2. A modal will appear with various options:

    ../_images/batch-revert-record-changes-modal.png

    Initially all of the fields in the record that are currently visible in the batch are displayed, whether or not they contain changes.

    To view just the records that contain changes, click Show only the changed values. The current value is shown in the From Value column and the value that will be restored is shown in the To Value column.

    Tip

    Fields that contain changed data will be highlighted yellow.

    To include additional and custom fields in the reversion, select the check boxes Revert additional fields and Revert custom fields respectively.

    Attention

    It is possible that no fields are then displayed. This could be because either the changed fields are not currently visible in the batch (see Batch Layout) or because the change(s) have been made to additional or custom field(s).

Entire Role or Batch

  1. From the Batch List screen, click the Batch Summary button:

    ../_images/batch-summary-button.png

    A modal will appear showing the roles within the Batch:

    ../_images/batch-summary-modal.png

  2. Select any Roles you would like to apply the reversion to and click the Actions drop-down.

  3. Select the Revert Changes option. A confirmation modal will be shown, containing options as when reverting an entire record. Additionally, there are options to respect Batch filters and include/exclude reversion of related sections:

    ../_images/batch-revert-roles-modal.png

  4. (De)Select any desired options and click Revert. Any field(s) that can be reverted within the selected Role(s) will be changed to their stored reversion value(s).

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