Editing Multiple Shells at Once with Bulk Edit

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. To use bulk edit, you must have the Allow Bulk Edit permission set on the shells.

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
System-generated fields, such as record number, status, or due date

Notes: You can use bulk processing to update users in shells. For more information, see Managing Users in Bulk in the Unifier Essentials General Administration Guide.

To edit shells using bulk edit:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Company Sponsored Shells.
Open a shell type and 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.
From the Actions menu, select Bulk Edit.
The Bulk Edit window displays. The fields displayed in this window depend on what was specified 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 check box for the fields you want to update.
The check box 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.
To launch the bulk update of the selected records, click Update.
The Bulk Actions Status window opens after you click Update. This window lets you monitor the progress of the bulk update.

Note: If the Record Status defined for any of the targeted shells been inactivated, an error is displayed that requires selection of an active Record Status to continue.
Click OK after all records have processed. Click Cancel if you want to cancel the bulk update in progress.

See Also