Bulk Updater: Configure your export

Bulk Updater is a web application that allows you to update in bulk the properties (also called metadata) of your AODocs documents. Only library administrators and super administrators can use Bulk Updater.

This article explains how to configure the export of your AODocs library's properties.

 Configure your export: the basics
 Configure your export: advanced features


Configure your export: the basics

1. Access Bulk Updater.

2. In Bulk Updater, select the Create export tab.

3. Use the drop-down lists to select a domain and a library. 

Note: The domain and library fields are mandatory to perform an export.

4. To export a subset of your documents, select a document class and/or a view.


If you select....

 
No document class, no view 

Bulk Updater exports, for all documents in all the classes in your library:

  • all the custom properties
  • all the system properties (which are hidden by default in the spreadsheet except for Document ID, Last updater, Last update date and Folder)
Only a document class

Bulk Updater exports, for all documents in the selected class:

  • all the custom properties
  • all the system properties (which are hidden by default in the spreadsheet except for Document ID, Last updater, Last update date and Folder)
Only a view 

Bulk Updater exports, for all the documents defined in the view:

  • all the system and custom properties that are selected for display in the view 
Both a document class and a view

Bulk Updater exports, for all the documents in the selected class:

  • all the system and custom properties of the selected document class that are selected for display in the view 

Note: The document class and view must be of the same type.


5. If required, select one or both filters, to exclude from your export:

  • documents at the root folder of the library
  • documents without attachments

Note: The filter Skip documents without attachments is available only if you selected a document class.

6. If required, enter a search query to restrict the documents to export. Learn more: Advanced search operators.

Note: You can apply a query only if you selected a view or a document class.

7. If required, press Number of documents to display the total number of documents affected by the export. The number is displayed on the button.

8. Run your export.

image01.png


Configure your export: advanced features

Bulk Updater experts can apply the following splitters: 

  • One line per version: generates as many lines as each document has versions
  • One line per attachment: generates as many lines as each document has attachments

Important: Splitters are available only when the update feature is disabled because splitting can result in multiple lines for a given document. Make sure the Update enabled check-box is not selected before running your export.

Note: The splitter One line per relation and the Templates feature are not currently available.

image02.png

You can now run your export.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.