Prerequisites


To update extension attributes of an entire assembly at once, invoke the Mass Update Properties functionality from an assembly root. To update extension attributes of an assembly tree element range at once, invoke the Mass Update Properties functionality from that specific assembly tree element.
*Note:* Exercise caution when using the Mass Update Properties feature, as updating fields with inappropriate values or creating a number of envelope elements in an assembly can corrupt data.

To mass update extension attributes:

Navigate to the assembly to which you want to update extension attributes.
Depending on the update action you would like to perform, select one of the following innovation points:
— Assembly Root

— Folder

— Leaf

— Reference Leaf

— Document

— Placeholder
Right-click the selected assembly tree element. The menu appears.
Select Mass Update Properties from the menu.
The Select an Assembly Tree Element to Update window appears.

Do one of the following:


Option	Action
To update folders with extensions:	Select Folder with Extension.
To update leafs with extensions:	Select Leaf with Extension.

The list of properties to update appears on the same page.

Select an element to update. The list of properties that appears after you select the check box depends on the selected element or combination of selected elements. Enter values in the text box where necessary.
Do one of the following:


Option	Action
To cancel the changes:	Click Cancel.
To save the changes and overwrite the values of the element properties that existed before your updates:	Click Update and Overwrite.
To save the changes and preserve the values for the element properties that existed before your updates:	Click Update and Preserve.

Mass Update Properties: Common Attributes

When you apply the Mass Update Properties functionality for all element types, or for a combination of different element types, the system filters properties of the selected element types and returns only those properties common for all of them. This topic describes the attributes being displayed when all element types, or some combinations of them have been selected.

The following list describes the properties displayed when all element types are selected on the Select an Assembly Tree Element to Update page:

— Due Date — Owner

— Keywords

— Description

— Comments

The following table describes the attributes displayed on the Select an Assembly Tree Element to Update if a combination of element types has been selected.


Element Types Combination	Properties Displayed
Leaf and Reference Leaf	— Title — Owner — Language — Application Version — Version — Font library — Role — Actuate — Show — Use Native File — Due Date — Link Text — Keywords — Description — Comments
Document and Placeholder	— Title — Category — Review Status — Due Date — Owner — Output Channel — Other — Keywords — Description — Comments
— Folder, Leaf, and Reference Leaf — Folder, Document, and Placeholder	— Due Date — Owner — Keywords — Description — Comments
Document, Placeholder, Leaf, and Reference Leaf	— Title — Due Date — Owner — Keywords — Description — Comments

Mass Update Properties: Document/Placeholder Attributes

The list of attributes displayed for Document and Placeholder element types on the Select an Assembly Tree Element to Update page does not depend on the selected invocation point.

The following table describes the properties displayed on the Select an Assembly Tree Element to Update page when a Document or Placeholder element type has been selected:


Property	Field Type
Title	Text field
Category	Text field
Review Status	Text field
Due Date	Date field
Owner	Text field
Output Channel	Multiselect field. Available values: — Electronic — Paper
Other	Text field
Keywords	Text field
Description	Text field
Comments	Text field

Mass Update Properties: Leaf Attributes

The list of attributes displayed for a Leaf element type on the Select an Assembly Tree Element to Update page does not depend on the selected invocation point.

The following table describes the properties displayed on the Select an Assembly Tree Element to Update page when a Leaf element type has been selected:


Property	Field Type
Title	Text field
Owner	Text field
Leaf Status	Drop-down list. Values available for selection are all active leaf statuses from Data Administration. The Planned status is set by default.
Language	Text field


Property	Field Type
Application Version	Text field
Version	Text field
Font Library	Text field
Role	Text field
Actuate	Drop-down list. The [Select] value is set by default.
Show	Drop-down list. Available values: — New — Replace — Embed — Other — None The [Select] value is set by default.
Leaf with Extension	Drop-down list. Available values: — Study Patient Information — Study Report
Use Native File	Drop-down list. Available values: — Yes — No The [No] value is set by default.
Due Date	Date field
Link Text	Text field
Keywords	Text field
Description	Text field
Comments	Text field

Mass Update Properties: Reference Leaf Attributes

The list of attributes displayed for a Reference Leaf element type on the Select an Assembly Tree Element to Update page does not depend on the selected invocation point.

The following table describes the properties displayed on the Select an Assembly Tree Element to Update page when a Reference Leaf element type has been selected:


Property	Field Type
Title	Text field
Owner	Text field
Language	Text field
Application Version	Text field
Version	Text field
Font Library	Text field
Role	Text field
Actuate	Drop-down list. The [Select] value is set by default.
Show	Drop-down list. Available values: — New — Replace — Embed — Other — None The [Select] value is set by default.
Use Native File	Drop-down list. Available values: — Yes — No The [No] value is set by default.
Due Date	Date field
Link Text	Text field
Keywords	Text field
Property	Field Type
Description	Text field
Comments	Text field

Mass Update Properties: Folder Attributes

The list of attributes displayed for a Folder element type on the Select an Assembly Tree Element to Update page does not depend on the selected invocation point.

The following table describes the properties displayed on the Select an Assembly Tree Element to Update page when a Folder element type has been selected:


Property	Field Type
Owner	Text field
Due Date	Date field
Keywords	Text field
Description	Text field
Comments	Text field
Division	Drop-down list. Available values: — NONE — MAJOR — MINOR The [Select] value is set by default.


Property	Field Type
Folder with Extension	Drop-down list. Available values: — Clinical Indication — Drug Product — Drug Substance — Excipient — Promotional Material Type — Promotional Material Doc Type — Promotional Material Audience Type — US Admin Forms — US Forms — US Module 1 v3.3 — Quality Introduction — Quality Overall Summary — Module Studies — Node-Extension — Quality Appendix — Study Report — Study Data — Study Patient Information
Force New Volume	Drop-down list. Available values: — Yes — No The [No] value is set by default.