Batch Editing

Sometimes you need to make the same change to a value of a field in many Property or Stewardship Site records. For example, you may want to set the Team Lead field of a lot of Properties to the same person in your account. Or, maybe you want to set the Status of a set of Properties to "Inactive." These types of "batch" edits can be accomplished in Views.

Since you perform batch editing in Views, the first step is to ensure you have a View that shows all the data you want to change. Once you do, select the items in the View you want to edit by clicking the check boxes on left side of their rows. You can select all the items in a view by clicking the check box at the top of the checkbox column.

When you make selections in the View, new buttons appear on the header. Click the edit button to open the batch editor:


The next step is to select the field you want to update and then set the value of that field for all of the selected items.


Press the OK button and the selected field will be set to the selected value in all of the items you selected in the view.

Some fields can take multiple values. For example, Team Contacts. You can select multiple users to add them all to the Team Members list at the same time.




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