Bulk Update
Update multiple items at once
The Bulk Update function allows you to modify data of multiple existing items in a category using an Excel file. It is useful for correcting values in bulk, updating statuses, applying a standardized value to multiple records, or making adjustments after an initial import.
How to use
Access the Bulk Actions modal
On the items screen of the desired category, click the settings icon (gear) in the toolbar and select Bulk Actions.
Select the Bulk Update tab
In the modal that opens, click the Bulk Update tab.
Select the form
Choose the form corresponding to the items you want to update.
Download the spreadsheet template
Click Download Template. The downloaded Excel file will contain columns corresponding to the form fields, with no data filled in.
Identify the items to update
For ENSPACE to know which items to modify, fill in the reference column with the reference of each item you want to update. You can copy the references directly from the items table in ENSPACE.
Fill in the new values
Enter the new values in the corresponding columns. Fields left empty in the spreadsheet will not be modified — their current values will be preserved.
Upload the file
Back in ENSPACE, click the upload area or drag the completed file. If you want ENSPACE expressions present in the values to be resolved during processing (e.g., an expression that retrieves the current date), enable the Resolve Expressions option before submitting.
Submit
Click Submit. Processing may take a few minutes depending on the volume of data.
Result
After processing, you will receive an email confirming success or reporting errors. If there is any error in the spreadsheet, it will be entirely rejected and the email will detail the issue found.
Updated items will reflect the applied changes. Fields that were not filled in the spreadsheet will remain unchanged.
Resolve Expressions
The Resolve Expressions option allows values filled in the spreadsheet with ENSPACE expressions to be processed and converted into their results before being saved. For example, an expression that returns the current date will be resolved to the date at the time of processing, instead of being saved as expression text.
Use this option when your data includes dynamic values that depend on ENSPACE calculations or functions.
Relationship fields
Relationship fields are represented in the spreadsheet as JSON objects. The downloaded template already includes the expected format — fill it according to the indicated structure.
For information about multi-select fields and fields with long references, see the technical notes on the main Bulk Actions page.
Example use
Imagine that 50 contracts were created with an incorrect due date. Instead of opening each one:
- Copy the references of the 50 contracts from the items table.
- Access Bulk Actions > Bulk Update and download the template.
- Fill the reference column with the 50 copied references and the "Due Date" column with the correct value.
- Upload and submit.
All contracts will be updated at once.