Editing Multiple Assets from Asset Log (Bulk Edit)

If you have a large number of assets that need similar edits, you can use bulk edit to update all of the assets at once. You can update a maximum of 200 records using bulk asset edit. The bulk asset edit must be defined in uDesigner, and you must have the Allow Bulk Edit permission set on the asset class.

Note: Bulk edits overwrite data without stopping for you to verify the overwrite of each record. Be sure that you have entered the data you want to edit correctly.

To update assets using bulk edit

  1. Navigate to the asset log.
  2. Select one asset or several assets, or perform a find to search for a group of assets to work with. You can select the assets from the asset log or the Find log.
  3. Choose Edit > Bulk Edit. The Bulk Edit window opens. The fields displayed in this window depend on what was specified for detail form integration in uDesigner for the asset class.

    The Bulk Edit form includes all editable fields for the detail form for the asset class.

  4. Modify the bulk edit form as needed.
  5. Select the Update checkbox for the fields you want to update. The checkbox is automatically selected when you type into or modify a field. You can deselect it if you do not want to modify the field at this time.
  6. Click Update. This launches the bulk update of the selected assets.
  7. The Bulk Actions Status window displays after you click Update. This window allows you to monitor the progress of the bulk asset update. Click OK after all records have processed. Click Cancel if you want to cancel the bulk update in progress.

See Also

Unifier Asset Manager

Creating and Managing Assets

Working with Asset Sheets

Understanding Reverse Auto-population

Printing an Asset Manager Form



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Last Published Monday, April 11, 2022