Asset managers often need to update the properties of a group of assets. Updating these assets one at a time can be tiresome, especially if there are more than a handful of assets to update. One or more properties of assets in Freshservice can be updated in bulk using the Bulk Update option.
This solution covers the following:
- Bulk Update basics
- Clearing the values in fields
- Properties that can be updated in bulk
- Fields available in Bulk Update
- Changing the Asset Type in Bulk Update
Bulk Update basics
Clearing the values in fields
Properties that can be updated in bulk
The fields available for update in the Bulk Update pop-up are based on the selected view. For example, from the All Assets view (default), only the common fields such as Location, Department, and Asset Type will be available for editing.
If the list of assets is filtered based on Asset type, then the fields relevant to the asset type are displayed. For example, if the list is filtered by Asset type, say Hardware, then the Hardware properties will also be available for update.
Fields available in Bulk Update
The following field types are available in Bulk Update. Any custom fields of the following types will also be available for update in bulk.
- Dropdown fields
- Nested fields
- Date fields
Changing the Asset Type in Bulk Update
You can also change the asset type of multiple assets using Bulk Update. However, changing the Asset type of multiple assets may result in information loss from some asset fields.
- Upon selecting a new asset type in the bulk update pop-up, you will get a confirmation that some field data may be lost
- The bulk update form will then be reset, and all the fields relevant to the new asset type selected will be displayed
- Some fields may be mandatory for the new asset type selected. For example, selecting the Desktop asset type will make the fields of Product, Vendor, and Asset State mandatory. These fields will be selected by default, and you can only complete the bulk update by updating these values
- If there are some common properties between the old and new asset type, these will be retained for each of the selected assets. For example, the used by, location, department, etc. will not be overwritten because the asset type has been modified