/
Bulk Edit User Field Values

Bulk Edit User Field Values

You can bulk edit forms and apply metadata across multiple forms.

Add the tick box column to your saved search https://ribcx.atlassian.net/wiki/spaces/cxKB/pages/23199786/Modify+a+Saved+Search#Add-a-Tick-Box. For how to create a Saved Search in the Publication Space click here Saved Searchesand for Global Saved Searches click here Global Searches.

Then in the bulk tools click Bulk Edit user fields

Edit the fields you wish to update with the new values and click Next

When multiple form types are added to a saved search the common fields will be shown first.

You can update the common fields for one form type or both by ticking the columns for the relevant form

User Fields that Cannot be Bulk Edited (Excluded)

These user field types are not able to be bulk updated:

  • Document List

  • Attachment List

  • GPS

  • Calculation

  • Bidder Contact List

  • Budget Link

  • Signature

 

 

 

Related content