Batch or Mass Editing/Delete of Records from editor
complete
Adrian Zuniga
complete
This feature is now live!
Learn more here: https://help.fulcrumapp.com/en/articles/6145566
Email me with any questions or feedback: adrian.zuniga@fulcrumapp.com
M
Michal Koren
I would like to participate in the beta
Adrian Zuniga
Michal Koren: Great, I'll turn on the feature for you and email you instructions.
Adrian Zuniga
Doug Trout Thank you for the feedback. We've already chatted about this over email, but for visibility for others on this thread, I'll clarify a few things.
- This is a permission that is limited to the "owner" role by default. You can always add the permission to a custom role if you'd like.
- Bulk edits can be applied to a smaller set of records by using the filters in the record viewer or by changing the extent of the map view. Bulk edits are only applied to the records that remain in the table. From your comment, it appears you had all the records from your app in the table, and hadn't applied any filters or changed the map extent.
- We're calling this Bulk Edit Phase 1 because we plan to extend bulk actions to every field in an app, as well as the ability to easily select a subset of records.
If anyone has any other questions or would like access to the beta, please let me know.
Doug Trout
To elaborate more on this, we often have dozens of records that are associated to a work order that we need to assign in bulk the status or project fields in order to assign out to the different teams. I need to be able to select those to bulk edit.
I was shocked when the next field after picking a status value was the immediate commencement of the status change of every record in the app.
Anyone else looking to utilize this currently should be warned it's going to change EVERY record in that app to whatever status is chosen.
Doug Trout
Yeah this wasn't the bulk edit option we were looking for at all. In it's current iteration it's pretty much useless and at worst dangerous. We will never take ALL of one project and reassign to another project. We will also never take ALL of one status and change to another.
Adrian Zuniga
The Beta is now open for this feature. You'll be able to apply bulk changes to the Status, Assignee and Project fields from the web record viewer. If you would like to participate in the beta, please email me at adrian.zuniga@fulcrumapp.com.
Adrian Zuniga
early access
Customers with API access can now apply Bulk Edits to the following fields: Status, Assignee, Project.
Learn more here: https://docs.fulcrumapp.com/reference/batch-intro
This feature will be available in the Web UI soon.
Adrian Zuniga
Merged in a post:
Allow records to be bulk assigned/scheduled. Some of our records have dozens of child records. We would like to be able to bulk assign them to a team/scheduled date.
Doug Trout
Adrian Zuniga
Hi Doug Trout, thanks for the request. We're in the process of adding Bulk Edit for the Assignee, Status and Project fields. If you'd like to have early access when it becomes available, let me know.
Mark Bennet
Bulk editing would be extremely helpful. The workaround of export, modify, import is clunky.
Load More
→