Revert Data

This article is going to break down how to create a change report, and then how to perform an update import in your account.

 

The first thing you must do is to create a change report for this specific task. (See Change Reports for more information on how to create a change report.)

 

Create a change report

Let's say that you've performed a group action on 13 assets that now have the incorrect status and would like to change them back. You'll need to create a change report that captures that fields that were changed.

 

To create a change report for this task:

1. Select Tools, and then select Reports. 

 

 

2. Scroll down to your Change Reports, and then click the arrow icon to expand the menu.

 

 

3. Select Add new change report. 

4. Enter a Name for your report, select Excel for your Output, and select the Group where the changes were made. 

 

 

5. Set the Filter by Date of Change to capture the changes made. For our example, we want to know the changes that occurred on a specific date. As a result, we would select is on. 

 

 

6. Select to change on a specific date, and then enter the specific date you want to search.

 

 

Remember that you can customize your date searches based on the needs of your organization. (Ours are based on our example, but yours can differ.)

 

 

We'll set some filters that show the changes we wish to capture. 

 

7. Scroll down to the Filter by Change Field section, select Status, and then select All Changes from the drop-down menus. 

 

 

For our example, we want to see all status that were changed, allowing us to switch them back to the correct status. (We could also make the change filter look for a specific change instead of all changes. Again, it's all based on the needs of your own organization.)

 

8. From the Assets box, click the arrow next to Unique Identifier. It will then move into the Selected Fields box (underneath Asset ID in the example below).

This will be the list field for the report.  as the list field for the report.

 

 

9. Click Save. 

Your report should reflect something along the lines of the following example:

 

 

This information allows us to see the assets that had their statuses changed, the time they were changed, and what caused the change.

 

An update import can now be performed using the Asset ID as the unique identifier. We can then make a status field with the correct status. 

 

 

We can import those in Available status back into the correct assets that were changed to Wrong Status. 

 

Perform Update Import

You'll now need to perform an update import back into the group where the changes were made. 

 

To do this: 

1. Navigate to your Assets group, click the ellipses  icon, and then select Import. 

 

 

2. Select the file that contains your changed files.

3. Select the unique identifier, and then the field you are looking to update on the next page.

 

 

In our example above, we want the system to look for duplicates based off the Asset ID. When duplicates are found, we want the system to Update existing assets if duplicated. We then choose Status to what we want to be updated. 

 

4. Within your Column Mapping section, make sure that you have the correct columns to be mapped to.

In our example below, we are checking to make sure the Asset ID and Status align with our file.

 

 

5. Run the report. 

The Review Pending Updates column lets you know which changes the system was able to read from the file. 

 

 

You can also see the status update for the items that were previously marked as Wrong Status. Accept the Pending Updates to go ahead and push the update from pending to permanent once accepted.

 

When looking at our Assets group, we can now see the correct status listed for the assets that were part of the import.