The Properties pane can be used to modify / add field values of many items in one step (i.e. in bulk)
To do so:
- In any view (grid, Calendar, Surface, etc), select 1 or more items
- Enter the value in the Properties pane. A Taskbar popup is shown confirming the operation. Click Edit > Undo (Ctrl + Z) to undo
Example:
You have created a grid called 'ProjectSomiro' . All the items in it (at top level) have the field 'ProjectSomiro' set to true. As the number of project is increasing, you realize that you prefer to use a single text field, instead of a multitude of yes/no fields. To perform the switch, you can:
- Double-click on the field ProjectSomiro
- Ensure the display is set Source Items (Flat list) and that context parents are off
- Refresh
- You should now see all items that have ProjectSomiro checked (and nothing else)
- Select all items
- In the properties pane, Enter "Somiro" in the field Project
- Check that all was done
- Before deleting your ProjectSomiro field, open your grids and modify them if needed to reflect the field change
The Properties pane supports equations:
- Number Fields: Type + - / * operators to trigger calculation mode (i.e. +13.2 will add 13.2 to the selected field of all selected items)
- Date Fields: Type + - operators to add days or hours to a date
- Text Fields: Start the text with = and enter an expression.
For example for the Notes field, =Left([Item],20) will extract the 20 first characters of the item field and put it in the Notes field (for all selected items)
Whether parsing is done automatically or manually is set, per field, in the Field Properties > General. To trigger manual parsing, enter the equation and right click > Parse Equation