Recipe - Bulk Updating Steps

Skill level: Beginner

Organization: Lighthouse Church

Requires Rock: 1.12.0

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We are just rolling out our steps program as a church. I did not want to manually update every human that already had a baptism and serving attributes in our database. Thanks to the huge help of Michael Allen, it only took me about 5 minutes to bulk update.

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Step 1: Create a Data View with Everyone who has a baptism date person attribute.

Name: Persons In Baptism Data View Completed

Description: Anyone in the system that has a baptism date already entered

Applies To: Person

Filter Type: Person Fields

Baptism Date: Is Not Blank

Step 2: Create or Upload the Workflow Below to update the record

See the attachment for the workflow below

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Step 3: Bulk Update the dataview with the workflow

1. Return to the data view and press the truck icon in the top right corner

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2. Choose the workflow to update with (if you don't see a workflow option, open the block settings and enable the workflow)

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Hit Next and you should be done. Go to your steps page to see all the people that were automatically updated!

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This is my first recipe, and I am still a novice at best, hope this helps you in some way.