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Created by Emily Yankush
Created on Oct 29, 2024

Allow custom fields scoped to a product line or workspace to be edited in bulk

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.

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