Bulk Edit

Print this topicEmail this topic

You can bulk edit in two different ways:

Bulk edit mode is located on the Backlog and Portfolio Items summary pages and Custom Grid app, while multi-edit is available on work item summary pages. Bulk edit mode is preferred as it is capable of editing more fields, and can also bulk parent and associate related work items.

Note: If two users edit the same story and one user is in bulk-edit mode, the bulk-edit user's work will overwrite the other user's changes. For example, if User1 bulk edits stories A, B and C, and User2 edits the description of story B, when User1 finishes editing, User2's description will be overwritten with the original description of story B. However, the changes will still be accessible in User2's history.

Bulk edit mode

Use bulk edit mode to edit multiple field values from multiple locations that have a grid layout.

To enter bulk edit mode:

  1. Select more than one work item by placing a check mark in the check box on each row. The gear menu will switch to bulk edit mode bulk icon.
  2. Click the bulk edit mode gear menu and select Edit.
  3. Select the field that you want to edit and select a new value.
  4. Click Apply to edit the selected work items.

Backlog and Portfolio Items summary pages

The Backlog and Portfolio Items (requires Rally Portfolio Manager) pages allow bulk edit mode. You may edit user stories, defects, and defect suites on the Backlog page, and portfolio items on the Portfolio Items page.

Bulk edit on Backlog page
Note:
  • If you select different work item types on the Backlog page, only fields shared between the items can be edited in bulk.
  • The Type field cannot be bulk edited on portfolio items.

Portfolio item detail pages

You can bulk edit the fields of multiple items associated to a portfolio item when viewing the item's detail page.

Bulk edit from portfolio item detail

To view a grid of associated items, click the FormattedID of a portfolio item. On the detail page that displays, select the Children or User Stories link from the sidebar on the left.

Custom Grid app

The Custom Grid app provides you with a way to bulk edit work item fields from your dashboard or a custom page. Additionally, you can configure the app to use query filters so you can edit a set of work items that meet specific criteria. For example, you can create a query to show only user stories that are closed in a past iteration, and then edit the release field, apply a tag, and so on.

Bulk edit in Custom Grid

Unsupported fields

You can edit most fields from pages that support bulk edit mode, including custom fields. However, some standard fields and types of custom fields cannot be edited in bulk. The following table lists fields that do not display in the bulk edit chooser:

Work item type Fields
All work items
  • Rich text fields (Description, Notes)
  • Rank
  • FormattedID
  • Custom fields
  • Text fields
  • Web link fields
  • Tasks
  • Project
  • Task Index
  • Test cases
  • Rich text fields (Expected Result, Validation Input)
  • Test Case Result
  • Portfolio items
  • Type
  • Bulk parent and associate work items

    You can add or change the parent of a group of user stories, or associate a group of tasks, defects, or test cases to related work items in a single step.

    To bulk edit the parent or association of a work item:

    1. Select more than one work item using the checkboxes on each row.
      The gear menu switches to bulk edit mode. bulk icon.
    2. Click the gear icon and select Choose Parent or Choose Work Product (option will depend on work item selected).
    3. On the pop-up chooser, use the search and filtering options to locate the work item you want to associate or set as the parent.
      Parent chooser
    4. Select the work item and click Choose.

    Note:
    • If you select multiple work item types, the parent or association option will not be present.
    • Defect suites and test sets cannot be associated to other work items.

    Multi-edit on summary pages

    To quickly set or change the field values of multiple work items of a single type (such as user story, defect, defect suite) at one time, use the multi-edit view on any work item summary page.

    1. From Actions, select Multi-Edit.

      All work items display multiple fields available for editing.

      Click the drop-down arrow or the icon where available and select the desired value for each of the fields. Enter new textual information for fields with a text box.
    2. Click Save.

    To change multiple items to the same column value in a single edit:

    1. From Actions, select Multi-Edit.
    2. Select each row's checkbox to specify which work items to change by the edit action. By default, all checkboxes are selected.
    3. Select a value from the Change Column drop-down list.
    4. Select or enter a value from the To drop-down list.
    5. Click Apply.
    6. Click Save.
      Your edits are saved to the database.

    Note: If your administrator has required a work item field after the work item was created and the required field does not appear on the multi-edit rows, the requirement will not be enforced with the multi-edit.

    Feedback

    Please send us your feedback regarding our help site. For feedback regarding the Rally product, click here to open a support case or click here to submit a new feature request
    English
    By submitting this form, you accept the Mollom privacy policy.
    © 2014 Rally Software Development Corp | Legal