What is the challenge? |
When you create a custom initiative field you can select whether to filter field values to the Account, Parent Line, or Workspace. Today only fields filtered to the Account can be edited in bulk. |
What is the impact? |
Even if a report is filtered to a specific workspace, you can't bulk edit a field filtered to the parent line or workspace. |
Describe your idea |
When determining what fields can be edited in bulk, consider if the report itself has filters that limit it to a parent line or workspace. |