Summary
How to change the entry in a field in bulk by using Replace, modifying a Smartlist entry, or a custom import for existing assets.
Resolution
Option 1:
From the Asset List view:
- Select the All Complete Assets group or the group you need to change.
- Go to: Edit, Select All. This will select all assets within this group.
- Go to: Edit, Replace.
- In Look In: Select the field.
- In Look For: Enter the value to replace.
Optional:- Check the box for: All values in field to change all the asset in the selected group
- Check the box for: Blank values in field to change only assets with no values in the selected field
- In Replace With: type the information to use to replace the old data.
- Optional: Check the box for: Blank all values in field: to clear all data in the Look In: field matching assets found in the Look For: selection
- Click Replace or Replace All to make change.
Option 2:
- Click Customize, Customize Fields.
- Left Click the field you want to change.
- Click SmartList Manager.
- Highlight the entry to change.
- Type the new Name and Description.
- Click Replace.
- Choose Globally Replace the Original Entry.
- Click OK.
- Click Close.
- Click OK.
See How to add, edit, or remove entries on a SmartList for more information on the SmartList Manager.
Option 3:
- Perform an Update Import through the Custom Import function. See How to import changes to existing assets for details
Note: A custom import can only change general asset information. Book Information such as Property Type, Acquisition Value, Depreciation Method, Estimated Life cannot change using an import.