Bulk Updater is a web application that lets you update in bulk the properties (also called metadata) of your AODocs documents. Only library administrators and super administrators can use Bulk Updater.
This article provides information about:
Automatically generated table of contents
When you update the values of properties, respect these formatting rules. Properties won't be updated if any values entered manually don’t respect these formatting rules.
Tips: Before the update, check:
- the document for typos
- that any values you enter for Category properties are defined in AODocs (you can ignore this tip if the AODocs category is dynamic)
Note: Using special characters in the values of properties
Take care when you use the following characters in the values of properties:
– the character > (greater than) is used to separate category sublevels, for example:
– the character | (pipe) is used to separate values for multivalue properties, for example:
If you don't want to use these characters for these purposes, escape them with the character \ (backslash)
Tips and best practices
System properties versus custom properties
Note: Learn more about difference between system properties and custom properties in AODocs: What is an AODocs document?
In the exported spreadsheet, you can update:
- all custom properties that aren't grayed out
- only the following system properties:
- Last updater
- Last update date
Tip: Make sure you respect the formatting rules for the property when you update a cell.
Avoid modifying any properties that are grayed out in the exported spreadsheet. These properties are ignored during the update.
Keep the last modification date unchanged
By default, documents updated by Bulk Updater have the same date of last update and date of modification.
If you don't want this date to be modified, select the Preserve last modification date field checkbox in the sidebar before launching the update.
Sort your spreadsheet: proceed with caution
When editing the properties of your AODocs documents in your spreadsheet, it is possible to sort your spreadsheet.
Important note about sorting your spreadsheet: You must apply the sort on all the columns. The ID column must remain aligned with the rest of the document data. If you apply a sort on a selection of columns instead of all the columns, the ID column will no longer be aligned with the correct properties. When you import to your library, the incorrect properties will be imported to your document, due to a mismatch between the document ID and the document properties. Before applying the sort, we recommend showing the hidden columns and selecting the entire spreadsheet to ensure that all data is included in the sort.
Export with multiple document classes
When you export a library with multiple document classes or a view displaying multiple document classes, the generated spreadsheet contains:
- in the rows: all documents from all documents classes
- in the columns: all custom properties from each document class
For a given document, cells corresponding to properties that don’t belong to the document’s class will be left blank in the spreadsheet. Avoid modifying these cells.
Note: On update, only the properties configured in a document’s class are updated. The others are ignored.