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. 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. For more information, see "Managing Users in Bulk" in the Unifier General Administration Guide.
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.
- 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.
- Choose Edit > Update > 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 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.
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
Shell Administration and Set up
Setting Permissions to Configure Shell Types in the Shell Manager
Update Generic Cost Sheet Columns and Rows
Update Standard Cost Sheet Columns
Configuring Shell Manager Configuration Package
Setting Permissions to Administer Shell Templates
Accessing a Created Shell Template
Setting Permissions to Create or Modify Shell Instances
Packaging Single Instance Shells
Setting Up View Forms in Shell Attributes
User Permissions and Navigation
Migrating Projects (Standard) to CBS Shells
Last Published Monday, August 28, 2023