Edit Properties for Multiple Object Types

Edit Files, Items, Change Orders, and Folders at the same time by using links and saved searches

Note: Items, Change Orders, and Custom Objects are available in Vault Professional.

Refer to Projects-Links for more information.

To Edit Properties for Multiple Object Types

  1. Select a folder that contains links to Change Orders, Files, Folders, or Items.
  2. Multi-select files and some links to other object types. For example, select a few files, links to their Items, and links to their Change Orders.
  3. Press Ctrl+E or select Edit Properties from the Edit menu.
  4. The Property Editing dialog lists all of the selected objects. The Entity Icon in the first column indicates the entity/file type.
  5. The Name, Author, and Description properties are displayed by default. Click Select Columns to select additional properties to edit.
    Note: When using Select Columns to display in the Edit Properties screen, existing properties can be removed from the list. If a field is removed that contains edited properties, any changes you made are lost. You are prompted to verify the removal of the field before continuing.
  6. The Customize Fields dialog allows you to filter the properties by Files, Folders, Items, Change Orders, or All fields. Select the properties that need editing and exit the dialog.
  7. If a User Defined Property is associated with multiple entity types, then it will be available for edit on those entities. Otherwise, find a property that can be edited for each entity in the dialog and make changes.
  8. Select OK to save the changes and view the results.