Update Multiple Items

Use this action to update an attribute value for several Document Objects in a single action i.e. in a batch update.

How to update Multiple Document Objects

Click on the Update Multiple Items menu item in the Action dropdown or Ellipsis dropdown in the corresponding View. Select the Document Objects to include in the batch change.

To include Document Objects from other Document Object Types in the operation, click Select More...

In the Update Multiple Items dialogue, select the Attribute to update and add the new attribute value.

Enter a Change Comment that will be applied to all Document Objects updated in this action. Click OK to start the update. All updated items will get a new revision.

Note! Update Multiple Items can only be applied on items with the same Document Object Type.

If one of the selected Document Objects is currently locked for editing by another user, that item will not be updated. It is, therefore, advisable to check the lock state of the objects before performing the batch update. Locked items can be inspected in Project => Unlock Objects

Updating a Multiselect Attribute

When updating a Multiselect attribute, the user has the three update options:

• Update all selected Document Objects by replacing all existing values with a selected set of Multiselect values. (do not tick any of the two checkboxes).

• Update all selected Document Objects by adding a selected set of Multiselect values to the existing values (tick the corresponding checkbox).

• Update all selected Document Objects by removing a selected set of Multiselect values from the existing values (tick the corresponding checkbox).

Change Fonts in Rich Text and Table Attributes

Content in both Rich Text and Table Attributes are, as opposed to String Attributes, always styled with a font. When a Rich Text or Table Attribute value is inserted into a Word document, the font used in the attribute value is applied when depicting the value in the Word document (regardless of which fonts the Word document styles prescribe).

Sometimes it is desirable to harmonize the fonts applied in the attribute values with the font of a given Word Template. Use this action to update the font and font size in multiple items in a single action.

Click on the Update Multiple Items menu item in the Action dropdown or Ellipsis dropdown in the corresponding View. Select the Document Objects to include in the batch change.

In the Update Multiple Items dialogue, select the Change Font in the attribute dropdown.

Select the new font name and font size. Select the attributes in the Document Object type to which the change shall apply.

Enter a Change Comment that will be applied to all Document Objects updated in this action. Click OK to start the update. All updated items will get a new revision.

Replace Words in String, Rich Text, and Table Attributes

Use this action to replace words in String, Rich Text, and Table Attributes of multiple items in a single action.

Click on the Update Multiple Items menu item in the Action dropdown or Ellipsis dropdown in the corresponding View. Select the Document Objects to include in the batch change.

In the Update Multiple Items dialogue, select the Replace Word(s) in the attribute dropdown.

Enter the Search Term and Replace Term and apply the Match Case checkbox if needed. Select the attributes in the Document Object type to which the change shall apply.

Enter a Change Comment that will be applied to all Document Objects updated in this action. Click OK to start the update. All updated items will get a new revision.

Note! The Replace Word(s) function does not have a Whole Word option and will therefore replace any occurrence of the search term with the replace term, including when the search term is part of a word.