Bulk Update
How to use Bulk Update in Navigation Setup: access, working steps, fields, related records and troubleshooting.
Purpose and access
Keep the 14-app structure and module landing dashboards aligned with permitted ERP routes. Search and direct links complement the menu. Do not expose a route solely to avoid fixing an underlying permission issue.
This page is a settings page in System Admin → Navigation Setup. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Document Type, Field, Update Value.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Bulk Update from System Admin → Navigation Setup, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Document Typedocument_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Fieldfield | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Update Valueupdate_value | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Conditioncondition | Small Text Optional | SQL Conditions. Example: {"status" : "open", "priority" : "medium"} |
Limitlimit | Int Optional | Max 500 records at a time |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.