Question

Updating multiple documents in version 10.2

Version 10 Web Client

Updated May 11, 2017

asked on May 3, 2017

I'm testing version 10.2 and trying to update the metadata of several documents at once.

I search for the documents and then highlighted/check off only the documents I want to update. The title bar indicates the number of entries I have selected is correct.

Example: my search produced 5 entries and I only want to update 2.

I then update the metadata in the right pane and click the Save button that appears at the bottom. However, when I refresh my search, all 5 entries were updated with my changes, not just the two highlighted. Am I doing something wrong?

Appreciate the help, thank you!

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SELECTED ANSWER

replied on May 10, 2017

Hi Sarah,

Thanks for bringing this to our attention. I did some investigation, and it turns out the Windows Client and Web Client have different default values for this setting (called 'Resolve Shortcuts'). Web Client defaults to On, while Windows Client defaults to Off.

However, Windows and Web Client do read from the same user attribute for this setting. That means if you explicitly set Resolve Shortcuts in either application, they should sync up and show consistent results. This could be done on a user by user basis, or you could apply [Search]IncludeShortcuts to the Everyone group in the Web Client Management page (or Admin console).

I've filed a bug report so that Windows and Web Client will have a consistent default for this setting going forward (bug report is SCR157498 for your reference).

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replied on May 11, 2017

Thank you, Ryan! I really appreciate you taking the time to investigate this (I was starting to get a little batty over it). :-)

We can certainly make adjustments to the Everyone group accordingly.

Thanks again!

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replied on May 3, 2017

Hi Sarah,

I haven't been able to reproduce the issue here but I see that you've been using the Web Client. Have you tried on the Windows Client for the same search, see if you still encounter the same issue?

Also, you said that after you click save, you refresh the search. Why do you need to refresh it? After I click save, my search results and selected documents are still shown in the content pane. Does your search result disappear after you click save?

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replied on May 5, 2017

Thank you for your response, Stephane! So, we figured out a little bit of what's happening. We utilize Records Management so when staff conduct searches they're only seeing the shortcuts to the docs that live under RM. Tho' I'm an admin, I'm used to only seeing shortcuts when searching and/or updating metadata (we're currently on v9.1).

So in testing v10, when I updated the metadata and then searched again for only those changed documents, the results included both the document in RM AND the shortcut (which made me think I'd updated multiple documents). This doesn't happen in the Windows Client.

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Updating multiple documents in version 10.2

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