Batch edit

🗺️ Select many assets, spaces, work orders or inspections and change a field on all of them at once.

You need the Editor role or higher, on a computer.

Select the items

  • In a table, tick the boxes at the start of the rows.

  • On the floor plan, hold Shift and click each item. Or press V for the Select tool and drag a box: with Shift it toggles, with Ctrl or Cmd and Shift it adds, with Alt and Shift it removes.

  • Right-click an asset and choose Select similar on this floor or Select similar in this building to take every asset of the same type.

A bar at the bottom reads, for example, 12 Assets selected. If you selected several kinds of item, pick one under Select topic. For assets, pick a type under Select asset type, since the data fields depend on it. Switch to table view lists the selection. Ctrl+Z undoes the last change to the selection, and Esc clears it.

Change a field for all of them

  1. In the bar, open the field you want to change. A count behind a value says how many of the items share it; Multiple values means they differ.

  2. Set the new value. The dialog asks Set for 12 selected Assets? Click Confirm.

What you can change depends on the kind of item: for assets, the Asset Type and the data fields of that type; for spaces, the room category, icon, areas and data fields; for work orders and work requests, Priority, Assignee, Status, Category, Due date and data fields; for inspections, the Assignee. Sites and buildings take their data fields from the Sites list.

There is no undo for the change itself. Filter the list down first, and check the count in the dialog.

If it doesn't work

The data field I want is missing

The selection holds assets of several types. Pick one under Select asset type.

Confirm fails for the whole selection

A batch change is all or nothing. One item on a site you cannot edit stops it; narrow the selection to your sites.

Next

Axel Buhlmann

Axel Buhlmann

Customer Success Manager

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