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DavidCo3
Level 10
May 18, 2017
Archived

Bulk Edit Custom Data on Documents

  • May 18, 2017
  • 4 replies
  • 786 views

Currently, with documents, if you want to edit custom fields on documents, you have to go 1-by-1 and add the custom form, then fill out the custom field data.

It would be so much better if you could in-line edit the custom fields just like you can do in a task list or project list.

With the process being so time-consuming and easy for users to overlook, we have great trouble getting custom data entered consistently.

    4 replies

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    ElizabethRo
    Level 2
    July 10, 2017

    I spent a good hour last week editing custom data on project documents, one at a time. I could have done it in seconds on a task or project. It was all exactly the same information but I had to do each one individually. Very time consuming.

    angielawrence
    angielawrence
    Level 4
    January 7, 2022

    This! I have a specific custom form for documents that users do need to go to individual projects for (to add the documents) but it would be so nice if they could bulk edit the document's custom form fields there instead of one by one. It is really inefficient and slows us down a lot.

    Christina_Jarosz
    Christina_Jarosz
    Level 9
    November 4, 2022

    Hey  @126808 Chen any idea if this will come about?

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    August 29, 2024

     

    Hi @christina_jarosz, @elizabethro, @angielawrence (again), and @davidco3, 

     

    If you have the time, tech, and talent, you could use Fusion to compensate for Workfront's current inability to bulk update documents; or if you lack any of those three, consider this option.

     

    Regards,

    Doug

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