Batch Edit

If you have necessary permission, you can batch edit some records.

Closed records cannot be edited and are not available for batch edit.

StaTus Workflows

  1. Open the records list view.
  2. Filter the list of records.
  3. Select bulk edit icon.
  4. Select the records to edit (checked circle), then select Edit.
  5. On the Batch Edit page, update the information, or to return to the records list without making edits, select x .
    • To add an importance, status, or discipline, select Importance, Status, or Discipline, then select an option.
    • To add a due date, select Due date, select a date, select Done.
    • To add a responsible company or location, select Responsible company or Location, select an option, and then select Select.
    • To add an assignment, select Assign/Assigned to, select Add, select an assignee, select Confirm, and then select <.
    • To add a courtesy copy, select CC/CC'D, select Add, select a name, select Confirm, and then select <.
    • To mark your assignments as done, turn on the Mark my assignments done toggle.
    • To add a comment, select Comment and enter a comment. If this comment is the answer, select the Answer toggle. Select the send icon.

      • Before changing the status, ensure that required fields have been entered.

  6. Select Save.

Template Workflows

For projects or record types using status workflows, the Status, Assign, and Mark my assignment as done sections on the Batch Edit page display. However, in workflow templates these sections are disabled.

If template workflow is enabled for a project and a record is created, then your administrator disables template workflows, the Status, Assign, and Mark my assignment as done sections will be enabled. Workflow status updates to template workflow records are silently ignored.

Workflow templates are not applicable to Free or Go projects.

  1. Open the records list view.
  2. If you would like to filter the records list, select Filter.
  3. Select Bulk edit icon.
  4. Select the records to edit (Checked circle icon), then select Edit.
  5. On the Batch Edit page, update the information, or to return to the records list without making edits, select x .
    • To add an importance or discipline, select Importance or Discipline, then select an option.
    • To add a due date, select Due date, select a date, select Done.
    • To add a responsible company or location, select Responsible company or Location, select an option, and then select Select.
    • To add a courtesy copy, select CC/CC'D, select Add, select a name, select Confirm, and then select <.
    • To add a comment, select Comment and enter a comment. If this comment is the answer, select the Answer toggle. Select the send icon.
  6. Select the Save.

Workflow templates are not applicable to Free or Go projects.

  1. Open the records list view.
  2. If you would like to filter the records list, select Filter.
  3. Select Bulk edit icon.
  4. Select the records to edit (Checked circle icon), then select Edit.
  5. On the Batch Edit page, update the information, or to return to the records list without making edits, select x.
    • To add an importance or type, select Importance or Type, then select an option.
    • To add a due date, select Due date, select a date, select Done.
    • To add a courtesy copy, select CC/CC'D, select Add, select a name, select Confirm, and then select <.
    • To add a location, select Location, select an option, and then select Select.
    • To add a comment, select Comment and enter a comment. If this comment is the answer, select the Answer toggle. Select the send icon.
  6. Select the Save.

For more information on templates, see Workflow Templates.