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Bulk editing resources using saved search filters

Harness the power of saved searches to efficiently bulk-edit multiple resources based on predefined criteria. Saved search filters simplify recurring tasks, ensuring that all resources consistently meet the necessary metadata standards over time. By reusing these filters, you can regularly track and update resources that match your specific criteria, guaranteeing that essential updates are consistently applied.

To use saved filter for bulk editing resources:

  1. Use the search page to find the resources you want to bulk edit. Utilize various filters to narrow down your search.

    For example, search for all Columns in the Snowflake collection that are in pending Status.

  2. Once you performed a search, save the search filter for easy access later. This is useful for recurring tasks, such as ensuring all resources meet specific metadata criteria over time.

  3. Access the saved search filter.

  4. From the search results, click the Three dots menu and select Quick Edit.

  5. On the Select resources page, select the resources you want to update and click Continue to select changes.

  6. On the Select changes page, apply the necessary changes. For example, in fields like Status you get an option to either select a status or remove status by selecting No status.

    For detailed instructions on how to perform bulk edits, please refer to Bulk editing resources from the UI.

  7. On the Review changes screen, review your changes and click the Confirm changes button.

  8. After applying the bulk edits, return to the Search page and refresh your results. The changes will be reflected in the updated results or the resources will no longer appear depending on the applied filter.

  9. You can reuse the saved filter to regularly track resources that match your criteria, ensuring all necessary updates are consistently applied.