I'm using HPSD 4.5 SP17 and am wondering if there is a way to apply a rule to existing data.
In particular, I have created a Service Call database rule that will copy caller to requestor, so that this can be viewed on the Service Today view. This is working fine for new calls. There is a number of older open calls that have a blank requestor field as they were created before the rule was implemented.
I'm wondering if there is a way I can apply my rule to the older open calls so that the caller is copied to the requestor field?
The technique is to make a copy of your rule and alter the condition to make something else trigger it temporarily (e.g. Source ID being set to *******. Then do an advanced find to find the records you want to apply the rule to and use update all to make the temporary trigger (e.g set Source ID to *******).
Then remove the tempory rule.
Note you may want to do a few at a time to avoid performance issues.
Ruth is right (as usual ;-). There is one more option: use my UpdateAllEnhanced from here: http://www.skolnik.info/sdutils/multiupdate/readme.html That would allow you to Update using references to other fields, expressions, etc - the same way as in rules. However I tested the thing on SP18+ so I am not sure it will work on SP17. But you might want to try. That way you do not need the rule at all...