Bulk-editing Clients

Rollouter enables the Bulk-editing of all attributes across a chosen number of Clients. This is can be done either via the Clients listing page or by utilizing a pre-defined Client Filter.

Bulk-edits can be started under both Inventory -> Clients and Inventory -> Client Filters by users who are at least Rollout Manager.

Furthermore, Bulk-edits are only available for the Professional and Enterprise subscriptions.

It is possible to bulk-edit Clients across different Inventories at once.

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Starting an Bulk-edit

From the Clients listing page, the Bulk-edit can be accessed via the Action button after selecting at least two Clients.

This of course is limited to the Clients displayed on the current page.

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Alternatively, Bulk-edits can be started from the Clients Filters page via the Action button. The Bulk-edit is only available if one single Client Filter is selected and will then process all the Clients matching this Client Filter.

Bulk-editing via Client Filter is usually more convenient than using the Client listing page when editing a large number of Clients or Clients that are distributed across different Inventories.

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Bulk-edit slide-over

After clicking the respective Action button, the Bulk-edit slide-over opens up, displaying the number of affected Clients on both the top and the bottom. The number of Attributes to be edited is also shown in brackets next to the respective tab.

The Default Fields tab is pre-selected, the Fields to be edited must be selected.

Default Field	Explanation
Client Groups	Adds the defined Client Group(s) to all affected Clients Removes the defined Client Group(s) from all affected Clients Replaces the affected Clients Client Group(s) with the defined Client Group(s)
Assignee	Changes the current Assignee to the selected Assignee
Client User	Changes the current Client User to the selected Client User
Description	Replaces the current Description

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The Statuses tab enables the User to change the affected Clients Status across Inventories, by simply adding the respective Inventory and choosing the desired Status.

The Clients will then receive the chosen Status according to their Inventory.

Bulk-edit Status changes may cause Assignee changes if an active Client Assignment is in place. For further information see Bulk-edit & Client Assignment.

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In the Custom Fields tab, Custom Fields of all types can be chosen to be part of the Bulk-edit.

Text-based and Select Custom Fields strictly follow Replace logic, while for Multi-Selection Fields the operation must be chosen.

Similar to the Client Group Bulk-edit, it is possible to , and .

It is only possible to perform one type of operation per Bulk-edit.

Custom Fields that are not (yet) part of any affected Inventory can still be chosen.

The values are saved and will be displayed when the respective Custom Field is added to the Inventory.

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Bulk-edit & Client Assignment

Depending on the Attributes selected, an active Client Assignment may cause further changes to the Clients Assignee following the Bulk-edit.

The behaviour is similar to an ordinary Import(update) in regards to an active Assignment.

Attribut selected	Outcome - No Client Assignment	Outcome - Active Client Assignment
Status	No Change	Assignee changes according to the Client Assignment
Assignee	Assignee changes as specified in the Bulk-edit	Assignee changes as specified in the Bulk-edit
Status & Assignee	Assignee changes as specified in the Bulk-edit	Assignee changes as specified in the Bulk-edit

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Relation to other features

Client Filters

The Client Filters page is a convenient way to access the Bulk-edit for a pre-defined set of Clients.

History

For all changes performed by the Bulk-edit, the respective History entries are created. Responsible for any changes through the Bulk-edit is the executing User.

Notifications

Like with ordinary changes or changes through Import, affected Users also receive the respective Notifications.