Mass update enables users to make the same change to multiple items at
the same time. For example, users can reopen multiple closed items at the same
Depending on their privileges, users can use mass update to
- Transition, update, or delete multiple primary items.
- Update or delete multiple auxiliary items.
- Modify values for specific fields.
Mass updates can be performed from most item lists in the
SBM User Workspace.
SBM Work Center,
users can mass update items from Listing reports, activity views, and backlog
Note: The Editable Grid also allows users to update multiple items at the
same time but if differs from mass update because users can make a variety of
changes to information in multiple items at the same time. The Editable Grid is
available for Listing reports. Users who have privileges to update items in
reports can switch to edit mode and modify items in the list.
Considerations for Using Mass Update
Consider this information as you enable Mass Update:
- Post Item or Create Subtask transitions are not available for mass
- Transitions that are set to require attachments are not available
for mass updates.
- When you select the
Allow mass updates check box for dependent
fields, be sure to do the same for all independent fields that drive the
dependent field's values. If you fail to do this, users will not have any
options to select when mass updating items.
- Custom forms and any features they include are not available for
cannot be used for mass updates. This includes field validation; auto-filled
fields; information messages; and filters on
Single Selection fields.
- If your mass transition executes a script or Web transition in the
pre-transition context, the script and Web service appears to execute twice
against each item in the list; however, the first execution is performed
against a temporary record and the actual database record for each item is only
affected once. This behavior is by design to prevent a potential
over-consumption of memory.
Note that if the script or Web service affects other items that
are not in the mass transition list (or if they affect external systems or
objects that are not in the
database), the script or Web service could affect those objects twice.
Therefore, it is best to avoid calling pre-transition scripts or Web services
in a mass transition, unless you use the MassTransPreForm Shell property to
prevent this from happening.
Enabling Mass Updates
To enable mass updates for fields:
- Select the
Data Design filter, and then select the table that contains
the fields that you want users to change during a mass update.
- Select the
- Select the
Allow mass update check box.
Note: You can override this setting in
SBM Application Administrator
for default fields in projects and for transition fields.
- Grant the
Mass Update Items privilege through roles in
or to users and groups in
SBM Application Administrator.
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