Skip to main content

Batch Edit from a Super Search

Lauren Neulinger
Updated

Changes can be made or actions can be taken on up to 250 records at once through the batch edit options on a super search.

User role permissions for batch editing are configured by record or item type, as shown below.batch editing permissions

 

The available batch edit options vary based on the record or item type (e.g. organizations, requests) on which the super search is based, as well as your GivingData subscription. Refer to the sections below for a list of the available actions per record or item type. 

  1. Navigate to a super search, and then check the box for each record or item to include in the batch edit.checkboxes
     
    • Check the upper box to select all records on the current page, or click Select All to select all records in the super search results. Keep in mind that there is a limit of 250 records per batch.checkboxes
       
  2. Click an action button. The All Actions button contains additional available actions. all actions button
     
  3. Depending upon the selected action, a modal will appear with additional options to configure before the action is taken.modal

Certain batch edit actions are available with specific GivingData subscriptions or add-ons. Contact your Client Success Manager to confirm details about which features are included or available to add on to your specific subscription.

  • Verify Charity Status
  • Check Watchlists - available with the OFAC Risk Management (Bridger Insight API Integration) Add-On.
  • Send Email - available with the Pro and Enterprise subscriptions.
  • Add Document
  • Update Organization Type
  • Update Published to Board Portal - available with the Board Portal add-on.
  • Add Organization Code
  • Remove Organization Code
  • Add Organization Tags
  • Remove Organization Tags
  • Replace Organization Tags

  • Check Watchlists - available with the OFAC Risk Management (Bridger Insight API Integration) Add-On.
  • Send Email - available with the Pro and Enterprise subscriptions.
  • Add Requirement
  • Add Workflow - available with the Pro and Enterprise subscriptions.
  • Add Document
  • Update Request Fiscal Year
  • Update Request Meeting Date
  • Update Request Status
  • Update Transaction Type
  • Update Publishing Properties - available with the Pro and Enterprise subscriptions.
  • Add Request Code
  • Remove Request Code
  • Replace Request Code
  • Add Request Tags
  • Remove Request Tags
  • Replace Request Tags
  • Update Primary Request Staff
  • Update Secondary Request Staff
  • Add Request Followers
  • Assign to Docket - available with the Pro and Enterprise subscriptions.
  • Assign to Portfolio - available with the Enterprise subscription.
  • Export Learning & Evaluation Data - available with the Outcome Tracking and Learning add-on.

  • Verify Charity Status
  • Check Watchlists - available with the OFAC Risk Management (Bridger Insight API Integration) Add-On.
  • Send Email - available with the Pro and Enterprise subscriptions.
  • Add Requirement
  • Add Workflow - available with the Pro and Enterprise subscriptions.
  • Add Document
  • Update Payment Status
  • Update Budget Fiscal Year
  • Update Scheduled Date
  • Update General Ledger
  • Update Method of Payment
  • Add Payment Code
  • Remove Payment Code
  • Replace Payment Code

  • Mark Complete
  • Send Email - available with the Pro and Enterprise subscriptions.
  • Add Workflow - available with the Pro and Enterprise subscriptions.
  • Add Document
  • Update Received Date
  • Update Scheduled Date
  • Update Staff

  • Download as Zip  

Reach out to your Client Success Manager to enable this feature. 

  • The file size limit per batch is 512 MB.
  • Because this feature is only currently available in a documents super search, it does not allow intake forms (e.g. applications) to be downloaded in a batch. 

  • Update Published to Board Portal - available with the Board Portal add-on.

  • Update Task Due Date
  • Update Task Status
  • Update Task Assignee
  • Add Task Followers
Powered by Zendesk