iUpdate Overview

iUpdate Cloud allows staff users to update or insert iMIS data using an IQA query. The result set from an IQA selection becomes the source records for your updates. iUpdate is often used in conjunction with iSchedule to schedule iUpdate Task to run off hours and/or on a recurring basis. In conjunction with iSchedule, it is possible to use iUpdate using Webhooks and Triggers.

Use Cases

The following list demonstrates possible uses for iUpdate:

Create to-call Activities for records who attended last year’s conference but have not registered for this year
Change a person’s member type based on demographics
Erase a field on every record
Save data for future reporting purposes
Calculate a score for each member and populate a panel
When a Company renews, mark everyone attached to the Company as a Member
When Company a expires, mark everyone attached to the Company as a Non-Member
Update Primary email if it's blank but filled in on another address
Find locked out users and unlock them
Update checkboxes based on multiple factors
Remove people from a committee if they are no longer a member or violated an agreement
Automatically set or remove communication preferences
Create missing user credentials
Create activities for workflows

Concepts for Running Tasks

Master these concepts for running tasks in iDMS to unlock the limitless potential of data management.

Task Actions: Learn the differences between the different actions (for example, insert, update, and more).
Mapping: Learn how to add mappings to tasks and the differences between mapping and matching.
Auto Matches: Learn how to auto match input columns to source columns.
Task Templates: Learn how to use templates to create efficiency and process integrity.
Task Options: Learn how to leverage the options in iDMS.
Running the Task: Learn how to run the task, verify task configuration, and how to cancel a task.

Exporting tasks

Do the following to export tasks:

Go to iUpdate.
In the top navigation, go to iUpdate > Tasks.

Select the Task(s) to export.
Click Export Task(s).

Importing tasks

To update tasks, do the following:

In the Power Suite, go to iDMS > iUpdate.
Go to iUpdate > Tasks.

Click Import Task(s).

Do one of the following:
1. Drag and drop the task file into the upload area.
2. Click the upload area and select the task file.

If the import process is a success, the new task appears in the task list. If the import fails, ensure that the IQA query exists in iMIS before trying the import process again.