Suppose you have 15 work items which all need to be edited at once. Perhaps their State and Release need to be changed, or a new common Tag assigned to all of them. Previously, there were several ways to do such a massive update, but all of them were tedious or time consuming. Not anymore!
Meet the beta release of our Batch Actions Panel.
As soon as you select more than one item, you will notice a blue button in the bottom right-hand corner of the screen. Click on this button to bring up the Batch Actions Panel.
What fields are available in the Batch Actions Panel?
Starting from v.3.9.2, you can change State, Bug Severity, and Tags for a group of selected entities on a Board or a One-By-One view with just a few steps.
The Batch Action Panel will suggest all editable fields that the currently selected items have in common. If you want to change a parent Feature for a batch of User Stories, but you accidentally include a Request in your selection, then you won't be able to complete the edit. You need to make a homogeneous selection in order to change specific fields. For example: if I select several Bugs and Epics, then I can change their State and add a tag. But, I won't be able to update fields for Iteration or Severity, because Epics don't have such properties.
The same is true for field values. In a State selector, you will find only those states which are common for all cards in your selection. If your selected entities have completely different states and transition rules, then you won't find any options available for editing in the State field.
The only exception is Team and User Allocations; they can't be modified in bulk.
In the current version of the Batch Actions Panel (released with Targetprocess v.3.9.2) you will find options for editing Tags, States, and Bug Severity, as well as for deleting entities in bulk. More fields, such as Team, User Assignments, Release, Sprint, and Business Value will be added with our next release in a few weeks. By the end of the summer, you'll be able to make batch updates from a right-click menu. In early fall, we plan to integrate the Batch Actions Panel into other view representations (List views and inner lists are currently the top priority). Later on in the fall, we'll support batch edits for even more fields, including custom fields.
Let us know what you think of our Batch Actions Panel beta release by sending us a message at firstname.lastname@example.org, or by leaving a comment on this post. Have a great day everybody!