Docs portal

Editing multiple resources

To get to the resources available for bulk editing:

  • For a single list of all resources available for bulk editing, go to the Organization's Profile page, Resources tab. From here you can bulk-edit Datasets, Projects, Analysis, Business terms, Tables.

  • For specific lists of resources:

    • Use the Organization's home page to navigate to lists of Datasets, Projects, Analysis, Business terms, Tables.

    • Use the Left sidebar. to navigate to Data (for datasets), Glossary (for business terms), Analysis (for Analysis and Projects)

To start the bulk-edit process:

From the list page of the resource you wish to edit, click the Three dot menu to access the options available for editing multiple resources. The options available will differ based on where you start the bulk-edit process.

On the Organization's Profile page, Resources tab, you get the complete list of resources available for bulk editing and you can use the filters available on the page, to narrow down the list of options. For example, if you filter the list on Owner, you will only see the bulk-editing options for the resources owned by the particular owner.

bulk_edit_org_profile_page.png

Each editing session has three parts:

  • Select the resources

  • Edit the resources

  • Review the edits

On the Select screen, select the resources you want to update and click Edit.

Important

Important things to note:

  • The Select screen only shows the resources that you are allowed to edit.

  • Only 100 resources can be selected for editing at a time.

Select_datasets_to_edit.png

On the Edit screen, select the changes you want to make. Only metadata resources with the same owner can be edited together. If you choose to edit resources with different owners, they can be edited in groups, but only groups with the same owner.

Edit_multiple_datasets.png

The simplest data, which is included for editing on every resource is tags. Every resource has at least an "Overview" section which includes the ability to edit the Tags field.

Edit__tags_1.png

Many organizations, however, have more complicated metadata profiles, and allow for more complicated metadata to be associated with the resources. When an organization has defined a metadata profile, then the edit interface will adapt to the profile. For a complicated organization, there may be many fields divided into various sections:

Edit_for_org.png

There are a few options when editing fields.

In fields like Tags, users can Add to existing, Replace existing, or Clear all values:

Edit_tags_2.png

In fields like Status" you get an option to either select a status or remove status by selecting No status.

Edit_status.png

Other fields are simple text fields. In this case, you may either elect to not change the current value, or to replace the value entirely.

Note

To clear the value for such fields, select Replace existing and leave the field blank.

Edit_steward.png

Some fields have complicated hierarchies of values. Those are often separated into their own section. In this case, the user can use: Add to existing, Replace existing, or Clear all.

Edit_geography.png