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Bulk uploading Plan Steps (Backend)

Caroline Black (Past Member)
$organization

Hi all,

I know and frequently use the front-end utility to bulk add plan steps to plans, but I wanted to know if it was possible to bulk upload plan steps via the back-end, which would be especially useful when the step notes contain different information.  I use prospect plans for reviews, so the notes on each prospect will vary greatly, although the step dates and worker will be all the same. 

With best wishes

Caroline

Parents
  • $organization

    I would suggest a combination of using the Bulk Upload utility and sql to complete this task. I have updated steps through sql such as adding completed dates, so I know that can be done. If your dates and workers are the same you could create those in the Bulk Utility and then use sql to add your notes. Below is the code I use to update dates, you could use something like this to add notes.

    update T_STEP
    set completed_on_dt = '08/28/2019 17:30:00.000'
    from T_STEP a
    join T_PLAN b on a.plan_no = b.plan_no
    join T_LIST_CONTENTS c on b.customer_no = c.customer_no
    where step_type = 9
    and c.customer_no in (select customer_no from T_LIST_CONTENTS where list_no = 231484)
    and b.campaign_no = 916

    Hope this helps.

    Melissa

Reply
  • $organization

    I would suggest a combination of using the Bulk Upload utility and sql to complete this task. I have updated steps through sql such as adding completed dates, so I know that can be done. If your dates and workers are the same you could create those in the Bulk Utility and then use sql to add your notes. Below is the code I use to update dates, you could use something like this to add notes.

    update T_STEP
    set completed_on_dt = '08/28/2019 17:30:00.000'
    from T_STEP a
    join T_PLAN b on a.plan_no = b.plan_no
    join T_LIST_CONTENTS c on b.customer_no = c.customer_no
    where step_type = 9
    and c.customer_no in (select customer_no from T_LIST_CONTENTS where list_no = 231484)
    and b.campaign_no = 916

    Hope this helps.

    Melissa

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