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Lesson 11 - Bulk Edit in Foresight Connect

Table of Contents

Bulk Edit Use Cases
Bulk Assignments Edit Step-By-Step
Using Filters in Bulk Edit Section
FAQ
      Can I make bulk edits to all the assignments for my entire company?
      Is it possible to delete data from existing assignments?
      I deleted some data from an assignment by mistake. Can I undo the deletion?

Bulk Edit Use Cases

There may be instances where you need help with your assignment configuration only after assigning a whole team to a project. Instead of going through each assignment and making edits individually, you can modify a group of assignments or delete assignments in bulk. This article will explain how you can access and use the bulk editing feature to modify assignments in Foresight Connect.

Bulk Assignments Edit Step-By-Step

  • Go to Projects from your main navigation sidebar and open a specific project. Then, open the Bulk Edit section.
  • Select which assignments should be edited or deleted. You can also use filtering options to find assignments. If you click Select All, you’ll check only records from the first page. To select records from all of the pages, click Select All Positions.
  • Click the Edit Selected button.
  • Choose which assignment fields should be changed, and input your changes.
  • Click Change (X) Assignments and wait for Foresight to edit all selected assignments.

Using Filters in Bulk Edit Section

One element of this view is the search bar, which allows you to filter the data you need. Read the article to learn more about how filtering in Foresight works.

FAQ

Can I make bulk edits to all the assignments for my entire company? 

No, you can only edit assignments through the pages for individual projects.

Is it possible to delete data from existing assignments?

Yes. To delete existing data from chosen assignments, follow the same steps above to make edits to an assignment, select the fields that should be erased, and leave them blank. Then, save your changes.

I deleted some data from an assignment by mistake. Can I undo the deletion?

Deleting fields from an assignment is an irreversible and permanent action. Therefore, if you want to delete any assignment data, select all options correctly and be fsure that you do not need it anymore. This action cannot be undone. 

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