Bulk Edit Sections

Overview

Labii's "Bulk Edit Sections" function revolutionizes data management by allowing users to efficiently modify one or more sections across multiple selected records in one go. With this powerful feature, users can add, update, archive, or reorder several sections for all selected records simultaneously, streamlining the editing process and saving valuable time. This bulk editing capability eliminates the need for tedious, record-by-record updates, enabling users to focus on higher-level tasks and increasing overall productivity.

You can only change records you have permission to edit. Administrators, if you can't edit certain records, ensure you have granted yourself edit permissions in the project settings.

How to Use

1. Go to Table List View: Navigate to the table you want to edit from side menu and click it to open the list view, which displays all the records in a tabular format.
2. Select Records: Choose one or more records that you want to edit by clicking on checkbox. You can select multiple records by clicking on each record. You can also select all by clicking the checkbox in the title row.
3. Open the Bulk Operations Panel: After selecting the records, the bulk operations panel will appear in front of the list.
4. Click the "Bulk Edit" Button: In the bulk operations panel, click "Bulk Edit." From the dropdown, select "Sections" to open a window for making bulk edits.
5. Perform Bulk Edit: In the new window, perform bulk edits based on the provided steps.

Step 1: Select target records

To begin the bulk edit process, you need to choose which records you want to edit. You have the following options to select the target records:

• Selected: Choose the specific record(s) you selected on the previous page.
• Page 1: Select all records displayed on the first page.
• All Active: Choose all active records in the table, which are currently in use or not archived.
• All Archived: Select all archived records in the table, which are no longer in use or have been stored for historical purposes.
• All: Select every single record in the table, including both active and archived records.

Click Next to continue.

Step 2: Choose edit action

In this step, users have the option to select the desired action they want to perform on the chosen records. This allows for flexibility in managing data and ensures that the appropriate operation is applied effectively.

• Add section: Add one or more default sections to the selected records.
• Update section: Update one or more sections based on the provided default sections.
• Archive section: Archive one or more sections based on the provided names.
• Reorder section: Reorder one or more sections based on the provided names and orders.

Click Next to continue.

Step 3: Define section

In this step, users should define the section information that need to be updated. Several sections can be handled in one bulk edit: select multiple sections from the dropdown list, or enter multiple names separated by commas (,).

• Add section
  • Sections to add: The sections to be added. Please select one or more sections from the dropdown list. If the section you need is not listed, create a new section first and save it as the table default. Then, you can select it from the list to update the template.
  • Skip if exists: If a section already exists in a record, skip adding it. This is checked for each selected section.
• Update section
  • Template sections: Please select one or more sections from the dropdown list. If the section you need is not listed, create a new section first and save it as the table default. Then, you can select it from the list to update the template. Selecting sections fills in Source section names automatically.
  • Source section names: The names of the sections to be updated, separated by commas. The number of names must match the number of selected template sections. Each name is updated with the template section in the same position, so list the names in the same order as the selected sections. Please make sure the case of the section names is correct.
• Archive section
  • Section names: The names of the sections to be archived, separated by commas. Every active section with a matching name is archived. Please make sure the case of the section names is correct.
• Reorder section
  • Section names: The names of the sections to be reordered, separated by commas. Please make sure the case of the section names is correct.
  • Orders: The orders of the sections, separated by commas, for example 1, 2, 3. Each order is applied to the section name in the same position. The number of orders must match the number of names, and each order must be a whole number greater than 0.

Next stays disabled until the numbers match and every order is valid.

Examples

Action	Input	Result
Archive section	Section names: Notes, Attachments	The "Notes" and "Attachments" sections are archived in each record.
Reorder section	Section names: Summary, Results, Notes Orders: 1, 2, 3	"Summary" is moved to order 1, "Results" to order 2, and "Notes" to order 3 in each record.
Update section	Template sections: "Summary" and "Results" Source section names: Old Summary, Old Results	"Old Summary" is updated with the "Summary" template, and "Old Results" with the "Results" template.

If a section name is not found in a record, it is reported in the error message for that record, and the remaining sections are still processed.

Step 4: Start bulk editing

The editing process will commence automatically. Initially, the system will determine the number of records that require updates. A progress bar will be displayed to illustrate the overall progress.

Upon successful completion of all edits, you will be redirected to the previous page. If any errors occur, an error message will be displayed, providing detailed information about each affected record.