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Administrator Guide
Last Updated: 2026-05-29
Create Bulk Updates

Create Bulk Updates

Have the
workorder.bulk.update
 permission. See Reference: Bulk Updates Permissions.
This topic explains how to initiate bulk updates using the
Bulk Update Wizard
.
  1. From the header, select
    More
    Bulk Updates
    .
  2. Click
    New Bulk Update
    .
  3. Select the module that you wish to update.
  4. Use these filter options to select records for your bulk update:
    Option Description
    Condition
    When you use the
    Any Of
     condition, separate the values by pressing Enter.
    Value
    Can be auto-populated or free form.
  5. Click
    Next
    .
  6. From the
    Select Update Action
     prompt, select an action.
  7. Click
    Next
    . 
  8. Add additional details to your bulk update.
    You can trigger workflow approvals for actions that have approvals configured. If approvals are triggered, each item associated with the bulk update will trigger approvals. Bulk updates don’t trigger group approvals.
    If you selected
    Add Checklists
    , from the
    Select Update Action
     prompt, VNDLY automatically selects the
    Adhere to Checklist Rules
     check box. This ensures that VNDLY will only apply checklists to jobs or work orders that meet the criteria defined in the checklist rules. If you clear the check box, all selected checklists will be applied to all filtered jobs or work orders.
  9. Click
    Next
    .
  10. Preview your changes.
  11. Click
    Next
    .
  12. Click
    Confirm Bulk Update
    .
  13. Click
    Confirm
    .
When the wizard completes, you can view:
  • A list of bulk updates.
  • Details of the current bulk update.