Move existing record in Tree View to become Child of another existing record - e.g. Invoice Routing

andy

Does anyone know of a way to batch move existing records in a Tree View to become Children of another existing record?

For example, we have a large number of Invoice Routing Rules that were not originally built with a Parent - Child hierarchy. I'm now looking for a way to build that hierarchy without having to rebuild every rule using the "Create Within" action.

So far as I can tell, "Create Within" is a standard action on Tree Views, and the only way to batch move existing records in a tree view to become Children of a Parent is to create a User Action that takes a Parent record param and invokes "Create Within" for each instance, copying the instance and deleting it once copied.

Any other thoughts / suggestions?

Thanks!
Andy

udavidovic

Selecting multiple records on that screen and going to the ellipsis will give you the option to move records, with an above or below designation. Sounds like Below and selecting the new parent may be applicable here, unless they are just talking about pure sequence. Otherwise, I would probably look for an ISD way to do it, there is a field called ParentInvoiceRoutingRule, and that is likely another way to do it (either through a personalized updateable field, or ISD mass upload).