Ticket Bulk Edit

Detailed information on the Ticket Bulk Edit tab of the Tickets module.

The Ticket Bulk Edit tab allows you to query and edit multiple tickets in one go.

It's easiest to think about the Ticket Bulk Edit menu in 1/3rds:

  • Ticket Parameters (Top Third): Just like the Ticket Query, this is the information you would like to result in the middle table. You can input as much information as needed to have the results display the tickets you would like to edit.

  • Query Results Table (Middle Third): These are the results of your Query.

  • New Parameters (Lower Third): These are the new values you wish to apply to the selected tickets from the Query Results Table.

Once you have queried for the tickets you are looking for, you can use the or buttons to either select every ticket present in the table or clear all selections to easily pick the specific tickets you would like to edit.

Any ticket that is checked will take the edit, so ensure you have selected the appropriate tickets you would like to edit before making changes.

Editing tickets in Ticket Bulk Edit

Editable fields in Ticket Bulk Edit

You can make any changes to Region, Order, Description, Product, Tax Code, and Ticket Date that is necessary.

You can change PO Number, Job, Phase, and Cost Type though these fields are not required.

Once you have made any necessary changes click the button, and the tickets will now show the updated information.


How To Guide

Edit via Ticket Bulk Edit

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