Perform bulk changes
DocsWith bulk changes, you can modify data on multiple objects at once. This is useful when you want to apply the same change to a large group of objects without having to open each object individually.
Examples of bulk changes are:
- Replacing a name or term with a new value.
- Correcting a typo in multiple objects.
- Add or change a field value.
- Replace outdated data with current information.
To prevent errors, the process is divided into three steps:
- Selection
- Operation
- Control and execution
Go to Bulk Changes via the menu on the left to start a new bulk change.
Step 1: Selection
In the first step, you select the objects to which the change must be applied.
Use the extensive search and filter options to find exactly the objects you want to modify.
You can filter by, for example:
- Collection
- Object type
- Manufacturer
- Dating
- Location
- Status
- Other available fields
Carefully check whether the found objects match the selection on which you want to make the change.
When the selection is correct, proceed to the next step.
Step 2: Operation
In this step, you determine which change needs to be implemented.
Select fields
Select one or more fields to which the bulk change should be applied.
For each selected field, you can then choose which operation should be performed.
Available operations
Replace entire value. Replace the entire content of a field with a new value.
Example:
- Old value: Museum depot A
- New value: Museum Depot B
All selected objects will then receive the new value.
Search and replace
Search for specific text or value within a field and replace it with a new value.
Example:
- Search for: Amsterdam
- Replaced by: Amsterdam-Noord
All found values are automatically adjusted.
Combining multiple changes
You can prepare multiple changes at the same time.
Every change is added to an overview at the bottom of the page. This allows you to modify multiple fields in a single operation.
When all desired changes have been added, click Check to proceed to the final step.
Step 3: Check and execute
Before the change is actually implemented, KLEKSI displays a complete overview of the planned actions.
You see, among other things:
- The number of objects to which the change is applied.
- Which fields are being changed.
- Which operations are performed.
- Which values are replaced.
- Which new values are being filled in.
- Check this information carefully.
When everything is set up correctly, you can perform the bulk change.
The changes are then automatically processed on all selected objects.
Undo a bulk change
Despite the built-in checks, it is possible that a change does not yield the desired result.
Therefore, KLEKSI records every executed bulk change in the change history.
View bulk change history
Go to the overview of all bulk changes via the menu on the left.
Here you see an overview of all executed bulk changes, including:
- Start date and time
- Status
- Number of successful changes
- Number of warnings
- Number of failed changes
- Progress
Click on the row of the bulk change for which you want to view details or create a rollback batch. The data will then be restored to the situation before the relevant change.
Important
Bulk changes can modify large numbers of objects simultaneously. Therefore, always check carefully:
- Whether you have selected the correct objects.
- Whether you have selected the correct fields.
- Whether the new values have been entered correctly.
Are you unsure about the result? Then first make a smaller test selection before applying the change to the entire collection.
Thanks to the bulk change history, changes can always be reviewed and, if necessary, rolled back.
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