Bulk updating items from the Poolbook Detail screen

Pro! User Guide

Bulk updating items from the Poolbook Details screen

To bulk update items from the Poolbook Details screen:

1. Find an existing poolbook or create a poolbook. In the example below, the user has opened the poolbook called "ECO - Patricias Poolbook."

Note: You may rearrange the columns, search, filter, and sort the poolbook list according to the instructions provided in the Tabular Display section.

2. Select Bulk Update from the Select One dropdown list, then click the Execute button (highlighted in red, above). The Bulk Update View page will appear (shown below), with a menu of the selected poolbook items in the left column (highlighted in red, below) on the right there will be a list of elements that can be updated for those items. From here, you can bulk update the items.