8. Undo a mistake

Show me in Utilops

When you need this: you imported the wrong file. You saved a mapping with the columns crossed. You set a job to run every hour instead of every month. Most of what you do in Data Management can be taken back. Here are the four ways, quickest first.

Steps

1. When you save something, a green message shows at the top right of the screen. It has an Undo button. Click it and the change goes away. The button stays for five minutes.

   

2. Missed the green message? Look in the bottom left corner for a round blue button with a number on it. Click it. The name of the button is Recent actions.

   

3. Your last ten actions in this part of Utilops are listed, newest first. Click Undo beside the one you want back. A window tells you what it will do. Click to say yes.

   

4. Older than that? On the left side of the screen, click Data Management, then click Change History. Pick a Time Period, click Apply Filters, find the row, and click Undo.

   

5. Deleted something by mistake? On the left, click Data Management, then click Recycle Bin. What you delete waits there for 30 days. Find the row and click Restore.

   

What you cannot take back here

• A file you already sent out. The export is on your computer or in someone's email. Delete your copy and ask them to delete theirs.
• A scheduled job that already ran. The file it made is already out. Turn the job off so it does not run again.
• A record gone from the Recycle Bin. After 30 days it is gone for good. Make it again.
• Your old records from before Utilops. Migration History is run by Utilops. Call us.

Made a mistake? Click Undo on the green message that appears, or open Show me how at the top and pick Undo a mistake.

You are done when

The record reads the way it did before. The green message says it was undone, and the row in Change History reads Undone.

If something looks different

The green message has no Undo button. That action cannot be taken back. The message says what to do instead. Read it before you close it.

The Undo button is faded in Change History. Money rows are not undone there. Fix them on the record itself, with a refund or a void.

Someone changed the same record after you did. Utilops says so and offers to undo both at once.

You do not see Change History on the left. It is one of the advanced pages. Ask your administrator to turn them on for your login.