Bulk Edit Content allows you to modify all your metadata and content types within a list or library with one procedure.
Note: A new version is created when applying changes to an item in a list when versioning is activated.
Prerequisite
- Connecting as a Global Administrator or SharePoint Administrator is always recommended.
Index
How-To
- Select an item from Explorer.
- Click
in the quick actions panel. - Select the list or library (if you drilled down to a list or library in Explorer already, you will skip this step).
- Verify your mapping options by clicking
- You can keep the default mappings, or select new ones.
- Select one, multiple, or all items from the list or library.
- You can also Export the metadata to Excel, and Import and Edit it later.
- Click
- You will now see the Bulk edit options screen.
- Modify your general options, metadata, and filter options as desired.
- You can create a new template if you would like to save it and use it again.
- Click
- The task will now run.
- In the case that there are warnings or errors, they will be displayed with details in separate tabs near Results.
Export Metadata and Import & Edit
Bulk editing can also be done using the import and export options.
- From the Select Content screen, click Export Metadata
- Select a file location to save your file (you can save it as a .xlsx or .csv).
- Open your file, and edit it as needed.
- Once you are done, save the file with the changes.
- Return to the same screen in-app, and click import and Edit
- You can make further edits on the Bulk edit options screen if needed.
- Click Bulk Edit
Mappings
Property Mappings
You can modify the source properties to map the value of that property to the defined destination properties.
By default, all properties with the same name are automatically mapped together. To change a mapping or to create a new one, simply drag and drop properties from the list of source properties to the right pane. Make sure to place them next to the desired source property.
Once saved, these mappings will be applied during the bulk edit.
Content Type Mappings
You can modify the destination content types to map the value of that content type from the defined source content types.
By default, all content types with the same name are automatically mapped together. To change a mapping or to create a new one, simply drag and drop content types from the list of destination content types to the left pane. Make sure to place them next to the desired source content type.
Once saved, these mappings will be applied during the bulk edit.
Users and Group Mappings
Select how you would like to map unresolved users and groups, or replace existing users in the destination.
Search for the user or group in the source and destination, and drag and drop them in the appropriate spot. Make sure to place the user or group at the source next to the user or group you are replacing at the destination.
Once saved, these mappings will be applied during the bulk edit.
Comments
2 comments
Hi,
How can I validate the updated spreadsheet before selecting Import and Edit.. I exported the spreadsheet from a document library and have made the required changes. I want to validate and ensure that the metadata columns are having correct values.
Hi Karthik,
There is no possible validation before launching the operation with Import and edit.
You can however rest assured that the task report, which is basically the same as a migration report, will show you warnings and errors for any field value that could not be changed as required in the destination after you complete your operation.
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