Management Portal - Bulk Editing

Management Portal - Bulk Editing

Some screens within the system provide the ability to perform bulk editing of selected items. The Bulk Edit function is built into the Search Screens so all search and filtering functions can be used to return required items for the edit.

On screens that provide the ability to Bulk Edit, you will note the rows in the return list of items will include a selection checkbox.
  1. To begin a bulk edit, click the Checkbox beside the items you want to apply the edit too.
  2. To save time we also provide a Check All function if you click on the checkbox in the header row of the table.
Quick tip: if you use the Advanced Filters you can often then just use the Check All function to save lots of clicking.

Once you have checked some items, the Bulk Edit button will automatically show.
  1. To apply the edit click the Bulk Edit button

This will display the Bulk Edit popover.
  1. You can select the field you wish to apply the bulk edit on from the Drop Down list.

  1. Once you have selected a field, a zone will be presented that allows you to select the value you wish to apply to all items.
  2. Select the appropriate value.
  1. Click the Update button to apply the bulk edit to all selected items.
  2. The Cancel button will cancel the operation.
After clicking update you will be returned to the Search screen with the changes applied.

The popover will also display a message if a bulk edit cannot be applied due to any items not being suitable.

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