Knowledge Base

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

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 6

  1. Download the trial version of Bulk Properties Editor, and install it to your SharePoint server.

  2. Navigate to the site in which the Branches list is located.

  3. Go to Site Settings page, then click Bulk Properties Editor Settings under BoostSolutions Software in the bottom right corner.

  4. In Preserve Options section, you can specify whether you want to enable the Preserve Authors and Timestamps function and specify which users can use this function when editing documents/lists. Here, let’s first select Yes to make the option Preserve Authors and Timestamps available, then in Specify users who can use this function section, this function to all users in the entire site. Or you can Allow specified users or Block specified users to use this function by entering user/users or SharePoint Group or AD group. Or you can use People Picker or Browse to Select People and Groups. Here, select one of the options under Specify users who can use this function based on your needs. After configuration, click Save to save your change.

    Then users/groups who are allowed to use this function will see Preserve Authors and Timestamps in the Bulk Edit/Group Edit/Edit All page when they try to bulk edit list items or documents.

    If we select No for Preserve Authors and Timestamps. Then all users/groups will not see the Preserve Authors and Timestamps option on the Bulk Edit/Group Edit/Edit All page in the entire site. It will be invisible and no available to anyone.

    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.

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