Hi Raj,

There are a few ways you can achieve this. You could achieve it with a workflow or with some custom development.

1) Workflow: You could create a global workflow rule that ran a custom script to update all open opportunities for that user when they select it. As part of the rule, the user can update the current opportunity's Certainty value and the script would update all other certainties to that value.

2) Add a checkbox to the Opportunity screen. When the user updates the certainty value, they can also check the checkbox in order to update all other records. A TableScript would look out for that checkbox being checked, and update the Certainty to the same value for all other open Opportunities for that user.

3) Add a custom screen for the specific purpose of updating the Certainty for all of the current user's Opportunities. This could utilise either a custom ASP page or a TableScript.

4) SQL Trigger: You could add a custom SQL Trigger (if you use the hosted version), which updates the Opportunities based on certain criteria.

Thanks, Ian

wouldn't it be easier to have a group created for open opportunities by user and then expose the mass update feature for the end user to make the relevant changes?

that way future conditions can be addressed via the group filters or even advance find or key attribute information....

It could be, but it could also be more difficult to control. Plus, it would certainly be a lot more than "just one click", as the original post requested.

For example, if the Sales Team don't already use Groups, then you would need to consider training on that area of the system.

You could write a editable data grid fairly easily for this or use something like our Quick Opportunity edit add on

https://vimeo.com/149406861