User Initiated Bulk Updates - Method of approach

Background:

I have a custom entity named “s_check” which has a custom field named “new_date_issued” of type “date and time”.

Each record in that same custom “s_check” entity also contains a field named “new_processed” of type “single line of text” and there is either a letter “U” or “P” inside that field.

Objective:

 

I would like the user to be able to go into some kind of new form to select a “start date” and a “stop date”, which will cause all records from the s_check table that contain a value of “U” in the “new_processed” field AND also contain a date in the“new_date_issued” field that falls between the user selected “start date” and “stop date” to get their “new_processed” field updated to “P”

How might I approach this issue?

I am thinking that perhaps a workflow structure is what I need to use, but I am hoping someone could recommend a method of approach and possibly point me a couple of relevant web resources that address this type of issue.

Any help would be greatly appreciated!

  • We can achieve this functionality by developing a Custom Tool. Which we can achieve the bulk import update. Rather for going with Workflow/Plugin, which only update the new create record not for existing old records. Instead we can built a custom tool to update the existing records.

     

    QueryExpression query = new QueryExpression("s_check"); */S_check table entityname

    query.ColumnSet.AddColumns("new_processed", "new_dateissued");

    query.Criteria.AddCondition("newformid", ConditionOperator.Equal, _formId); */custom entity

    EntityCollection results = _serviceproxy.RetrieveMultiple(query);

     

    if (results.Entities.Count > 0)

      {

      for (int i = 0; i < results.Entities.Count; i++)

       {

        if (results.EntitiesIdea.Attributes["new_processed"]!=null)

        {

                                if(results.EntitiesIdea.Attributes["new_processed"].ToString()=="U"){

     

                               Entity _entity = new Entity("s_check");

                               _entity["new_processed"] = "P";

                               _entity["s_checkid"] = _entity.Id;

                               _serviceproxy.Create(_entity);

                           }

                           else

                           {

                               Entity _entity = new Entity("s_check");

                               _entity["new_processed"] = "U";

                               _entity["s_checkid"] = _entity.Id;

                               _serviceproxy.Create(_entity);

                           }

                        }

                    }

                }

     

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