Bulk Update
The Bulk Update feature allows you to update a particular field in many records of a given DocType at once—saving effort and time.
Go to:
Home > Settings > Bulk Update
Example Scenario:
You have 20 Quotation records with All Territories, but now you need to update them all to France. Rather than doing each one separately, employ the Bulk Update facility to make the change for you in all the chosen records at once.
Step-by-Step Instructions
- Go to Bulk Update.
- Choose Document Type (e.g., Quotation).
- Select the Field to update (e.g., territory).
- Set the New Value (e.g., France).
- (Optional) Specify Conditions to limit target records.
- Example: status = “Draft” updates only draft quotations.
- Specify a Limit for how many records to update in a single operation.
- Click Update to save the changes.
Important Considerations
- Only editable fields at the current document stage can be updated in Bulk Update.
- For example, Valid Till Date cannot be edited on Submitted Quotations.
- The tool honors permission settings; please ensure that you have the required rights to update the target DocType and fields.
