Left-Right Marker

The Left-Right (LR) Marker gives one field the same value on many records at once. Use it to move a hundred items to a new manufacturer, or to put a group of parties in the right city, in one sitting.

Description

The marker is a form made of two almost identical halves. Load the records that have the value you want to change on one side, and load the records that have the value you want to assign on the other. Then move records across.

Using the Marker

1. Load each side. Tick and pick the value on that side, then press Load to list the records that currently have it.
   • Tick Unmarked instead to list the records that have no value yet.
   • Narrow the list with the other filters on that side, such as Account Group or Category.
   • Type part of a name in the filter text. * works as a wildcard.
2. Tick Allow Updates. The update buttons stay locked until you do. The update panel turns pink while updates are allowed, which guards against changing records by accident.
3. Move the records. Select one or more records and use the arrow buttons:

Button	Action
> / <	Gives the highlighted record the value of the other side
>> / <<	Gives all the selected records the value of the other side

Double-click a record to move it across, once Allow Updates is ticked.

After each move both lists reload, so the record now appears on its new side. The count under each list shows how many records it holds.

Other Controls

Control	Description
Allow Updates	Shown only to users with Edit permission for the related master.
Reload Combos	Refreshes the drop-downs. Use it if a master was added or changed while the marker was open.
C beside a drop-down	Clears that drop-down, so no value is chosen.
Sort By Id	Lists records in the order they were created instead of by name.
Only Active Items	Hides inactive items from the lists. Shown on item markers.
Show Mfr	Shows the manufacturer beside each item. Shown on item markers.

The Markers

Each marker is named for the field it sets. Two types are in use.

1. Updates the field with a text value.

   

   Values like city and pincode for accounts, or type, category, location for items.

2. Updates the field with an id-value from another table.

   

   Values like account group and collection group for accounts, or manufacturer, category and division for items.

info

To change a single record, edit it directly in its own entry form. Use the marker when several records need the same change.

caution

Updates take effect immediately and have no Save step. Check both lists before you press >> or <<. To undo a move, move the records back with the opposite arrow.