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 1

  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. 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 first option.

  5. Force input if list contains required fields, with this option checked, in the bulk edit page, checkbox for required fields will always be checked by default. And you can’t uncheck it which means you must input a value for the required field.

    First, let’s check the checkbox for this option then click Save in the bottom right corner of the settings page to see what will happen.

    Navigate to the Branches list prepared above and select several items to try the Bulk Properties Editor’s functions. Here we selected the first three items in the list. Then click ITEMS and click Bulk Edit/Group Edit/Edit All in Manage group.

    In Bulk Edit or Edit All page, uncheck the checkbox before Name, Opened in, City and Quantity columns, because we will focus on the required column, the Manager column, you can find a tiny blue asterisk for the required field. First try to uncheck the checkbox before Manager, you will find out that the checkbox has turned grey and you can’t change its status that’s because the Manager column is a required column and we just configured Force input if list contains required fields.

    Then, try to fill nothing in the Manager field and click OK. You will find out that you will get a warning message under the Manager column, reminding that You must specify a value for this required field.

    In the Group Edit page, let’s clear the value of Manager column for any item, for example, here we cleared the value of Manager column for item Russian branch, leaving it as empty, then click Save & Next.

    You will find out that you will get a warning message under the Manager column, reminding that You must specify a value for this required field as well.

    So, if you check the checkbox for Force input if list contains required fields, you must assign a value for the required field when you Bulk Edit/Group Edit/Edit All items or documents.

    Now, let’s uncheck the checkbox for Force input if list contains required fields and see what will happen. Navigate to the Branches list prepared above and select several items to try the Bulk Properties Editor’s functions. Here we also selected the first three items in the list. Then click ITEMS and click Bulk Edit/Group Edit/Edit All in Manage group.

    Uncheck the checkbox before Name, Opened in and City columns as we did above. Focus on the Manager Column. In Bulk Edit or Edit All page, try to uncheck the checkbox before Manager, you will find out that you can uncheck it even if the Manager column is a required field that’s because we just unchecked Force input if list contains required fields, so you can change the status of the checkbox of the Manager column. Then click OK to confirm your change, leaving the Manager Column empty. Here you will find out that there is no warning message showing up any longer, and after a short loading process, you will see a page indicates that it’s finished which means that you successfully bulk edited the three selected items with leaving the required field empty.

    So, if you uncheck the checkbox for Force input if list contains required fields, you can change the status of the checkbox before required fields and leave required fields as empty if you don’t want to assign value for them when you Bulk Edit/Group Edit/Edit All items or documents.

    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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