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Bulk edit all items

With the latest version of KaiNexus, you can now bulk edit any of your items.

 

Where can I bulk edit my items?

You can bulk edit your items when looking at:

  • Any list of items in the List View

  • Any Item List Card in the List or Detail View

 

How can items be bulk changed?

NOTE: Only Active users can bulk change items.

 

If you have permission to view the items with which you’re working, you can add a comment to them in bulk.

If you have permission to edit the items with which you’re working, you can bulk change their:

  • Authors, Collaborators, Sponsors, Facilitators, Participants, or Followers

  • Due date or review date

  • Attributes

    You can:

    • Add a new Attribute to the existing Attributes

    • Replace all existing Attributes with a new Attribute

    • Clear all existing Attributes

If you select any items you do not have permission to edit and attempt to bulk change them, those items will be unchanged by your actions.

 

How do I bulk edit items?

If you’re working with an Item List Card, make sure the Card is in either the List or Detail View.

If you’re working with a list of items, make sure the list is in the List View.

Then:

  • Click 2018-06-27_1340.png at the top of the list or Card.

  • In the resulting drop-down menu, click 2018-06-27_1340_001.png.

Bulk_Change.jpg

 

A checkbox will appear next to each item on the list. Check the boxes next to each item with which you want to work, then click 2018-06-27_1343.png at the top of the list or Card.

In the resulting drop-down menu:

  • To add a new Author to the selected items, click “Add Author.”

    NOTE: If you attempt to add an Author to an item of a workflow that doesn’t have Authors, the selected users will not be added to that item in any capacity.

    • In the resulting window, add the names of anyone you want to add as an Author to the “Author” field, then click 2018-06-27_1401.png.

 

 

Bulk_Change_-_Add_Author.jpg

 

  • To add a new Collaborator to the selected items, click “Add Collaborator.”

    NOTE: If you attempt to add a Collaborator to an item of a workflow that doesn’t have Collaborators, the selected users will not be added to that item in any capacity.

    • In the resulting window, add the names of anyone you want to add as a Collaborator to the “Collaborator” field, then click 2018-06-27_1401.png.

Bulk_Change_-_Add_Collaborator.jpg

 

 

  • To add a new Sponsor to the selected items, click “Add Sponsor.”

    NOTE: If you attempt to add a Sponsor to an item of a workflow that doesn’t have Sponsors, the selected users will not be added to that item in any capacity.

    • In the resulting window, add the names of anyone you want to add as a Sponsor to the “Sponsor” field, then click 2018-06-27_1401.png.

 

Bulk_Change_-_Add_Sponsor.jpg

 

  • To add a new Facilitator to the selected items, click “Add Facilitator.”

    NOTE: If you attempt to add a Facilitator to an item of a workflow that doesn’t have Facilitators, the selected users will not be added to that item in any capacity.

    • In the resulting window, add the names of anyone you want to add as a Facilitator to the “Facilitator” field, then click 2018-06-27_1401.png.

 

Bulk_Change_-_Add_Facilitator.jpg

 

  • To add a new Participant to the selected items, click “Add Participant.”

    NOTE: If you attempt to add a Participant to an item of a workflow that doesn’t have Participants, the selected users will not be added to that item in any capacity.

    • In the resulting window, add the names of anyone you want to add as a Participant to the “Participant” field, then click 2018-06-27_1401.png.

 

Bulk_Change_-_Add_Participant.jpg

  • To add a new Follower to the selected items, click “Add Follower.”

    • In the resulting window, add the names of anyone you want to add as a Follower to the “Follower” field, then click 2018-06-27_1401.png.

Bulk_Change_-_Add_Follower.jpg

 

  • To change the due date of the selected items, click 2018-06-27_1410.png.

    NOTE: Only items that currently have a set due date will be affected by this change.

Bulk_Change_-_Change_due_date.jpg

    • In the resulting window, add the new due date to the “Due Date” field, then click 2018-06-27_1401.png.

 

  • To change the review date of the selected items, click 2018-06-27_1412.png.

    NOTE: Only items that currently have a set review date will be affected by this change.

Bulk_Change_-_Change_review_date.jpg

    • In the resulting window, add the new review date to the “Review Date” field, then click 2018-06-27_1401.png.

 

  • To update an Attribute, click 2018-06-27_1414.png.

Bulk_Change_-_Change_Attribute.jpg

    • In the resulting window:

      • Choose which type of change you want to make in the “Select the type of change” field. Choose between:

        • “Add to existing” - This will add the new values to the selected Attribute Type without removing the items’ current values.

        • “Replace all existing” - This will remove all of the values for the selected Attribute Type  on these items and add the selected new values in their place.

        • “Clear all existing” - This will remove all of the values for the selected Attribute Type on these items.

      • Choose with which Attribute Type you want to work in the “Attribute Type” field.

        NOTE: If you attempt to change an Attribute that does not exist on one of your selected items, that item will not be affected by this change.

      • If you selected “Add to existing” or “Replace all existing,” select which Attribute values you want to add in the “Attributes” field.

        You can only add one Attribute at a time.

        If the Attribute is single-select on a template, only selected items of that type that do not already have a value for that Attribute will be updated when “Add to existing” is chosen.

      • Click 2018-06-27_1401.png.

 

  • To add a comment, click 2018-06-27_1432.png.

Bulk_Change_-_Add_comment.jpg

    • In the resulting window, enter the comment you want to add in the “Comment” field, then click 2018-06-27_1401.png.

 

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