Table of Contents

Bulk Updating

Jennifer Sneider Updated by Jennifer Sneider

All users can access this feature.

Update multiple items at once by selecting Assets or Transactions and using the different Bulk Buttons on the Transaction and Asset Indexes.

Note: The Bulk Buttons are inactive and greyed out until Assets/Transactions are selected.

Bulk Buttons on the Asset Index

  1. While logged in to a Series/Feature/Division, click Assets on the top navigation menu.
  2. Select Assets by clicking the checkboxes on the left.
  3. Click the Bulk Button you need (details below).

Add/Update

Select Add/Update to add or update the following:

  • Character: Update the Character
  • Set: Update the Set
  • Disposition: Update the Disposition
  • Department: Update the Department and/or Sub Department
  • Field: Update any text field, numeric field, currency field, or custom Studio picklist field (options vary by Studio)
    • By default, the new text data will be added to the end of the current field value
    • To overwrite the existing text data, check the box next to Overwrite data instead
  • Add Groups: Create new Groups or move your selected Assets into existing Groups
Note: The Character and Set options only appear if a single Project is selected.
Bulk Updating Text Fields By Adding To Existing Data
  1. After selecting the Assets and clicking Add/Update, click Field.
  2. Select your desired field from the Field dropdown menu.
  3. Enter your text on the line beneath the chosen text field or choose your new value from the picklist field dropdown.
  4. Click Save to add the text to the end of the existing data or replace the existing picklist field.
  5. Click Confirm to confirm your choice and make the update.
Warning: Appending your original data cannot be undone, so double-check your work before confirming the change.
Bulk Updating Fields By Overwriting Existing Data

Numeric, currency, and picklist fields can only be overwritten and do not have a checkbox in step 4.

  1. After selecting the Assets and clicking Add/Update, click Field.
  2. Select your desired field from the Field dropdown menu.
  3. Enter your text on the line beneath the chosen text field.
  4. Check the box next to Overwrite data instead to overwrite the existing data with your new text, then click Save.
  5. Click Confirm to confirm your choice and make the update.
Warning: Overwriting your original data cannot be undone, so double-check your work before confirming the change.

Move

Select Move to move your selected Assets to a different Feature, Series, Division, Project, or Storage Location.

Request (available at certain Studios)

Select Request to add Assets to a Request for Approval.

Merge

Select Merge to combine two Assets into one, picking and choosing the information from each Asset to combine.

Export

Select Export to generate a CSV file, PDF, or Asset Page(s) report of your selected Assets.

Bulk Buttons on the Transaction Index

  1. While logged in to your Series/Feature, click Transactions on the top navigation menu.
  2. Select Transactions by clicking the checkboxes on the left.
  3. Click the Bulk Button you need (details below).

Add/Update

Select Add/Update to add or update the following:

Note: The Excluded tab is only to be used for items that are mistakenly on the ledger (i.e. items that aren’t actually an Asset or items that appear to be duplicates). Double-check with your Studio policies for specific direction on excluding Transactions.

Bulk Reconcile

Select Bulk Reconcile to create Assets for more than one Transaction at a time:

Export

Select Export to generate a CSV file of your selected Transactions using your currently-selected columns.

How did we do?

Bulk Reconciling Transactions

Excluding Transactions

Contact