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Bulk Change

Digest

The Bulk Change Wizard is a tool in Cascade Server that can be used to change Configuration Sets, Metadata Sets and Content Types across a large group of assets, in a single operation.  The Bulk Change Wizard also allows administrators to "flatten" a folder structure by moving descendant items into a single folder.  This is done by changing the parent folder of all items with the Bulk Change Wizard.  The Bulk Change Wizard is also a perfect companion tool when using the New Site Wizard.

Concept

The Bulk Change Wizard is accessible to administrators by default, but this can be customized within user roles.  The wizard allows one to manipulate large groups of assets (i.e. pages, files, folders, etc.) by changing the Configuration Sets, Metadata Sets and/or Content Types associated with those assets.  Using the Bulk Change Wizard to apply a Content Type to a group of pages, for example, will apply that Content Type to any and all pages selected for the Bulk Change.  However, because Content Types formally aggregate a page's Configuration Set and Metadata Set, bulk changing a Configuration Set or Metadata Set will only affect pages without Content Types assigned.  In addition, if using the Cascade Server Firefox Extension, once a user has selected the desired assets to which to apply the Bulk Change, he or she can simply right-click within the asset list to access the Bulk Change menu.

Firefox Bulk Change 

Technical

Making a Bulk Change

**Please Note - It is important to note that after making a Bulk Change the process CANNOT be reversed at the Bulk Change level. Mass changes made through the Bulk Change tool cannot be undone, however, you can change individual pages by restoring them to a previous version.

To make a bulk change:

  1. In the Home area, select Tools - > System - > Bulk Change.
    bc select
  2. Specify the parent folder of the items that the Bulk Change is going to be applied to, and click 'Submit' to confirm your selection.
    bc1
  3. Select the assets that the Bulk Change is to be applied to and click 'Submit' to confirm your selection.
    bc2
  4. Specify the component type the Bulk Change being made to (i.e. Parent Folder, Configuration Set, Metadata Set, or Content Type), and browse to select the new component that the Bulk Change will use.
    bc3
  5. Click 'Submit' to confirm the changes.
  6. Confirm the changes that have been made, and click 'Submit' to apply the Bulk Change.

Cross-Site Relationships

For information on Cross-Site relationships for Bulk Change, check out our Cross-Site relationship rules page.