Changing Object IDs
You should only change the object IDs belonging to references. You can do this, for example, when a salesperson has left the organisation and you want to assign all the customers s/he had assigned to him/her to another salesperson.
To change an object ID, start with two queries. The first query outputs the instances of the class containing the current reference, for example, Salesperson, and the second outputs the instances that are currently referencing that instance, for example, Customers.
For example, to change the salesperson for all customers:
- Highlight the new salesperson in the query results table (this will be a query based on the SalesPerson class that outputs all salepersons), and right-click the mouse. You will be prompted to enter a write access password. This password changes daily - contact your Greentree consultant for the password.
- Right click the salesperson and select Copy to Clipboard as OID
The OID is just being copied to a clipboard.
- Run the customer query (outputs customers using the Customer class). In the results table, right-click and select Select All to include all customers in the process (you will need to enter the password first). Then right-click again and select Change Properties. In this example, find the OID you want to change, which is the mySalesperson:name:
- Right-click in the Value section and select Paste. This will paste the (previously copied to clipboard) OID of the salesperson into the section:
- Click Change to run the update.