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Updating Classifications using Batch Operations

Update classifications on multiple records simultaneously using the Batch Operations tool.

Required System Role: Standard User

Required Team Role: Team Leader 

Use the Search within the Batch Operations tool to generate the list of all records that you wish to update. Once your search is applied within the Batch tool, select Modify (1) on the left-hand side.

When using the Batch Operations Tool, always apply your search first and review the search results before progressing.

Next, find the classification field that you wish to edit and update the field. The below example screenshots look at the Stakeholder Groups field on the Stakeholder entity.

First, you must select a Field Action (2).

For single-select classifications, you will only have the option of "Update Value", whereas, for multi-select classifications, you must choose between "Update List Item/s", "Amend List Item/s", and "Remove List Item/s.

Update List Item/s

Replace any existing values in this field for all Records in your search results. "Update and override the previous value with the new value."

Amend List Item/s

Adds additional values to the existing set of classifications selected on these Records. "Add the following classifications to the existing set."

Remove List Item/s

Removes the specified value from the existing set of classifications selected on these Records. "Removes one or more classifications from the existing set."

 

In this next example, we are changing all the Event records in our search results to a new Sentiment:

Next, select the classification you wish to update the Records to (3).

After finalising the changes you are making to the Records, click Execute (4).

This will prompt a confirmation message confirming the changes you are about to make.

Please note: that once you confirm the changes, they cannot be reversed.

 

Relating Records to a Project using Batch Operations

Update the Project relationship on multiple Stakeholder or Organization records simultaneously using the Batch Operations tool.

Unlike classification fields such as Stakeholder Groups or Sentiment, the Project relationship can’t be updated through the Modify option. There’s no option to add, update, or remove a Project relationship using Field Actions. This means you can’t use Modify to bulk-add stakeholders or organisations to another project.


Instead, use the dedicated Relate to Projects Batch Operation: 

  1. Select Tools > Batch Operations > New.

  2. Use the Search within the Batch Operations tool to generate the list of Stakeholder or Organization records you want to relate to a project. Always apply your search first and review the results before progressing.

  3. Choose Relate to Projects as the Batch Operation type (instead of Modify)

  4. On the right-hand side, search for and select the target project you want to relate these records to.

  5. Review your selections, then execute the operation to relate all matched records to the chosen project. 

 

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Note: For Organizations, run a separate Batch Operation using “Relate to Projects” and select the relevant Organization records. 

 

Last Modified: 14/09/2026