Bulk Assign User Field Values

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

Add the tickbox column to your saved search. Refer here for how to create a Saved Search in the Publication Space andĀ here for Global Saved 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


Cannot bulk edit these fields (Exclude)

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

  • Document List
  • Attachment List
  • GPS
  • Calculation
  • Bidder Contact List
  • Budget Link
  • Signature