Bulk update dates and more details

Follow

After importing people from a CSV file or after a period of using UCare there may be custom dates or custom details that need cleaning up. Doing it one profile at a time is possible but also a lot of work, here's how to bulk update date and details.

 

Bulk update custom dates

The first thing to do when bulk renaming or removing a custom date is to get a list of all the profiles with that date. Here are example search group options that finds all the people with a Date of birth date.

Note: In UCare this is called Birthday, if people's date of birth has been imported into a custom date then following these steps will move the date to the correct name. Then UCare will show people's ages and be able to do age based filtering.

search-group-add-bulk-date.png

 

After the search group is saved select all the people by tapping the check box at the top of the list of people, then tap Actions > Change a date….

Now select either the Remove or Rename options. With Remove simply enter that name of the date to remove and tap the Remove button to remove the date from all the selected profiles. Alternatively, the Rename option asks for the current date name and a new name, tap the Rename button and the date will be renamed for all the selected profiles.

bulk-date-rename.png

 

Bulk update custom details

The first thing to do when bulk renaming or removing a custom detail is to get a list of all the profiles with that detail. Here are example search group options that finds all the people with a School Year detail.

search-group-add-bulk-detail.png

 

After the search group is saved select all the people by tapping the check box at the top of the list of people, then tap Actions > Change a more detail….

Now select either the Remove or Rename options. With Remove simply enter that name of the detail to remove and tap the Remove button to remove the detail from all the selected profiles. Alternatively, the Rename option asks for the current detail name and a new name, tap the Rename button and the detail will be renamed for all the selected profiles.

bulk-detail-rename.png

Have more questions? Submit a request

Comments