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Miranda_Davis
Level 3
December 9, 2022
Question

Bulk Attach Custom Form To Documents

  • December 9, 2022
  • 1 reply
  • 1113 views

Does anyone know of a way to select multiple documents and attach a custom from like you can for issues/projects?

 

I've tried a document report, within the documents area, and within the project the documents are housed in and I don't see it as an option. 

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    1 reply

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    Community Advisor
    December 10, 2022

    If I recall correctly, this can't be done. You can use fusion (or probably see if the good folks at AtApp Store can do it for you), otherwise through a document report the fastest way is to put a checkbox field on the document form (I don't really care what you call it) and expose that column in a view, and then inline edit and check it line by line.

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    December 10, 2022

     

    Thanks for the tag, @skyehansen: right you are!

     

    @miranda_davis, I invite you to consider our Excel Updater solution, via which you could export the document IDs of interest to Excel, add a second column with the categoryID (custom form) of interest, and then upload in order to attach that custom form on mass. With form then attached, in a second pass, you could then also update the data via Excel in a similar fashion

     

    Regards,

    Doug

      M
      Miranda_DavisAuthor
      Level 3
      December 12, 2022

      Do you know of a way to bulk edit those document forms once attached? 

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