We’ve added the ability to bulk edit equipment for applicable tenants in v5.
With bulk edit equipment in v5, users can update up to 500 equipment records at the same time. This can only be used to edit existing equipment records; bulk update does not add new equipment and can’t be used on other asset records, like facilities.
Bulk edit has some prerequisites: the tenant must have v6 User management and v5 Equipment. The feature is available on Basic, Professional, and Enterprise plans. Only admins and users with the “Has ‘Edit’ Menu Item on the Assets Page” and “Has 'Save" Button on the Asset Page” can access the feature.
To bulk edit equipment in v5:
- Go to Assets > Equipment.
- Select the checkboxes next to the records you want to edit.
- In the More menu, click Edit:
- Make the necessary edits directly in the table:
Tip
Similar to Excel, you can copy and paste from one field to another or drag the handle to fill multiple fields:
- Do any of the following:
- To filter for rows with problems (which includes rows that haven't been edited), switch on the Only show rows with problems toggle.
- To highlight the edits you've made, switch on the Show modifications toggle.
- When you're done editing, click Continue.
- If the tool finds any issues with the data (including any rows that weren't edited), you'll be prompted to decide between going back to fix the errors or just submitting the others: