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
- Select a folder that contains links to Change Orders, Files, Folders, or Items.
- 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.
- Press Ctrl+E or select Edit Properties from the Edit menu.
- The Property Editing dialog lists all of the selected objects. The Entity Icon in the first column indicates the entity/file type.
- 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.
- 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.
- 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.
- Select OK to save the changes and view the results.