If you have a large number of shells that need similar edits, you can use bulk edit to update all of them at once. You can update a maximum of 200 records using bulk shell edit. The bulk edit must be defined in uDesigner, and you must have the Allow Bulk Edit permission set on the shells in order to use the bulk edit.
The bulk edit function works only on fields from the action form (upper form) for the current step. It cannot be used to edit the following :
- Auto-populated fields
- Fields in a dynamic data set
- Read-only fields
- Fields from line items
- System-generated fields, such as record number, status, or due date
Notes:
- An Integration interface must be created for Bulk Edit to work with Shells.
- You can use bulk processing to update users in shells. See Managing users in bulk for details.
To edit shells using bulk edit
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company Sponsored Shells in the left Navigator.
- Select one or more shells, or perform a Find to search for a group of shells to work with. You can select the shells from the shell log or the Find log.
- Choose Edit > Update > Bulk Edit. The Bulk Edit window displays. The fields displayed in this window depend what was specified in uDesigner for the shell.
The Bulk Edit form includes all editable fields for the shell. All system-generated elements and formula columns are automatically recalculated during the bulk edit for each record.
- Modify the Bulk Edit form as needed.
- 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.
- Click Update. This launches the bulk update of the selected records.
The Bulk Actions Status window opens after you click Update. This window allows you to monitor the progress of the bulk update.
- Click OK after all records have processed. Click Cancel if you want to cancel the bulk update in progress.