How to manage Bulk Properties Editor settings for a site | Bulk Properties Editor - BoostSolutions App, Saas & Software for Microsoft 365, Microsoft Teams, SharePoint

How to manage Bulk Properties Editor settings for a site?

With Bulk Properties Editor you can bulk edit properties, check in, approve/reject documents and list items in one go. In this article we will guide you to walk through the various options in Bulk Properties Editor setting’s page. You will be able to configure it based on your needs after understanding the options in the setting’s page and make it work perfect for you. There are 2 ways to configure the Bulk Properties Editor settings. Today, we are going to show you how to configure the Bulk Properties Editor settings for the entire site. We will demonstrate how to configure the settings for only specific lists/libraries in the other article.

WHAT YOU'LL GET

The Bulk Properties Editor Settings page under Site Settings

WHAT YOU'LL NEED

Bulk Properties Editor

The sample data we use for this case

Create a list from the custom list template on a SharePoint site. Here, we created a list named as Branches in which we stored the name of the branch, the time the branch opened in, the city in which the branch is located, the manager who is in charge of the branch and the quantity of the branch. The manager column is a required value column. You can create the list based on your needs.

Manage Bulk Properties Editor settings in a site - Part 4

Download the trial version of Bulk Properties Editor, and install it to your SharePoint server.
Navigate to the site in which the Branches list is located.
Go to Site Settings page, then click Bulk Properties Editor Settings under BoostSolutions Software in the bottom right corner.
First, let’s dive into the General Settings section. Here, you will find four options provided which you can configure based on your needs. And the last option is checked by default. Now, let’s investigate the last option.
Mark all fields as checked by default, with this option checked, in the bulk edit page, the checkboxes for all fields will be checked by default.

Navigate to the Branches list prepared above and select several items to try the Bulk Properties Editor’s functions. Here we selected the first two items in the list. Then click ITEMS and click Bulk Edit/Edit All in Manage group. Because this option is checked by default which makes all fields be checked in the Bulk Edit/Edit All page.

Now, let’s uncheck the checkbox for Mark all fields as checked by default then click Save in the bottom right corner of the settings page to see what will happen.

Now, you will see that all columns in the Bulk Edit/Edit All page will be changed to unchecked as shown below.

Note:

In this article, we talked about how to configure Bulk Properties Editor settings through Site Settings which means that all the configuration we did above will be applied to all lists and libraries in the current site.