Bulk Updates

Bulk update is an efficient way of updating multiple objects in a single operation, and it is available on the majority of objects in Tree or System Setup that have an editor. A user can also run the bulk update process on a collection, on a search result, or multiple selected objects.

The Bulk Update wizard guides a user through the process, and ensures all necessary settings and data is provided to run the update.

Setup Requirements

Setting up and using a bulk update involves the following steps:

1. Determine the method required to start the Bulk Update wizard as described in Creating a Bulk Update here.
2. In the wizard, choose a previously saved configuration or create a new one as described in Bulk Update Configuration here.
3. In the wizard, choose one or more operations that will run during the update as described in Bulk Update Operations here.
4. In the wizard, supply the required parameters as described in Bulk Update Parameters here.
5. In the wizard, review the expected results of the update as described in Bulk Update Preview here.
6. In the wizard, set the required options and run the bulk update as described in Bulk Update Advanced here.

Additional Information

The following information is useful once a bulk update is created or run:

1. Monitor a bulk update through a background process as described in Monitoring Bulk Updates here.
2. Schedule a bulk update as described in Scheduling Bulk Updates for Collections here.