Bulk Update

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Overview

Bulk Update — Business Overview

Bulk Update is a productivity-focused document in Dafater that allows businesses to update the same information across many records at once. Instead of opening and editing each record individually, users can apply a single change to multiple records in one controlled action. This is especially useful for maintaining data consistency and saving time during operational changes.

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What Bulk Update Is Used For

In daily business operations, information often needs to be adjusted across many records due to policy changes, corrections, or operational updates. Bulk Update is used to:

• Apply the same change to multiple records simultaneously
• Correct or standardize data across departments
• Quickly reflect business decisions (such as status changes or reassignment)
• Reduce manual effort and the risk of inconsistent updates

It acts as a centralized tool for mass updates, ensuring efficiency and accuracy.

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Prerequisites and Setup Requirements

Before using Bulk Update, the following should be in place:

• Users must have appropriate access rights to update the relevant records
• The records to be updated should already exist and be properly categorized
• Clear business rules should be defined on what data can be changed in bulk
• Users should understand the impact of the update on downstream processes

Proper preparation ensures updates are intentional and aligned with business policies.

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Typical Workflow and Business Fit

A typical business workflow using Bulk Update looks like this:

1. A business need is identified (for example, changing a status, owner, or classification across many records)
2. The user selects the group of records that require the same update
3. The required change is defined once in Bulk Update
4. The update is applied across all selected records
5. The results are reviewed to confirm accuracy

This workflow fits naturally into data governance, operational management, and administrative control processes.

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Key Business Scenarios Where Bulk Update Is Essential

Bulk Update is especially valuable in situations such as:

• Updating the status of many records after a business milestone
• Reassigning responsibility when teams or roles change
• Correcting data errors identified during audits or reviews
• Applying new classifications, categories, or tags due to policy changes
• Aligning records after mergers, restructures, or process changes

In these scenarios, manual updates would be time-consuming and error-prone.

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Important Considerations for Users

When using Bulk Update, users should keep the following in mind:

• Changes are applied to many records at once and can have wide business impact
• Always review the selection of records before applying updates
• Ensure the update aligns with current business rules and approvals
• Communicate major bulk changes to relevant stakeholders
• Use Bulk Update for standardized changes, not exceptions

Used responsibly, Bulk Update becomes a powerful tool for maintaining data integrity and operational efficiency in Dafater.

Basic Information

• Module: Desk
• Document Type: Other
• Type: Single (Configuration)

Fields

Field Name	Label	Type	Required	Options	Description
document_type	Document Type	Link	✓	DocType	Select Dafater document type to apply bulk updates.
field	Field	Select	✓	-	Choose specific field to update across selected records.
update_value	Update Value	Small Text	✓	-	New value assigned to the selected field.
condition	Condition	Small Text		-	Filter records meeting this condition before updating.
limit	Limit	Int		-	Maximum number of records Dafater will update.

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓