This article gives you detailed information about how to bulk edit/update fields for an object (E.g., an Opportunity) using “Bulk Actions”.
Change the Name and Description of all the selected objects in the table view.
How to edit / update fields in bulk?
You can bulk update fields for objects (let’s say Opportunity) in two ways:
- From a parent object (e.g., Sales Plan) where the Opportunities (child object) are linked
- From the Opportunity table view
Note: You can have a single action button to perform a task either on a single field or multiple fields.
Consider this example to update the description for the “Opportunities” listed in a Sales Plan:
Step 1: Go to “Sales Plan” and click on the “Opportunities” tab.
Step 2: Click on “Bulk Actions” and select “Only Description” to update the Description field. Click “Next” to proceed.
Step 3: Select the “Opportunities” you want to update and click “Apply”. For instance, select four (4) opportunities from the table view as shown below:
Step 4: The “Edit” popup box will appear. Now, enter the description and click on “Apply Action”.
Step 5: You will be shown the progress bar for all the selected opportunities in real-time.
Once the actions have been performed, click on “Acknowledge”.
Step 6: It might take a few seconds to display the changes automatically. Or, you can simply “Refresh” the page to see the changes.
Below is the screen that appears after executing the actions successfully.
Note: To configure “Bulk Update Fields”, contact WorkSpan Support via email at email@example.com or visit support.workspan.com