Bulk Free Fields are now available from the “View Participants” screen. This means you can add/update a Free Field in bulk to many participants. Here's how this works:
In your project, go to the “View Participants” screen, filters can be applied in case you need to
- Select the records you want to update.
- Scroll to the bottom of the data and click “Bulk Free Fields Update”.
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Here you will see:
- A dropdown for Free Field Group, where you can select the Free Field Group.
- A dropdown for Participants, where are going to be the previously selected participants.
- An Empty table
- Save button.
- On the dropdown for Free Field Group, you can select any amount of groups
- Please note: In here are going to be listed the Group that has free fields of the following types:
- Text Field
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Checkbox/Boolean
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Drop-Down List
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Memo
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Radio Buttons
- For each selected group is going to:
- Display a block, where are going to be displayed all the free fields that belong to that group available of the previously mentioned type
- the table is going to be refreshed with all the data of the selected participants that has any of the free fields of that group
- On each displayed block you can set the value for as many free fields as you want to assign
- Please note: Checkbox and Radio fields are also going to be displayed as dropdowns with the options "Yes" and "No".
- Once you set all the free fields to assign click save
- all the free fields displayed that have any values are going to be assigned to each of the selected participants
- Important Note: In case one of the participants already have a value assigned to one of the selected free field this value is going to be overwritten by the new one.
- Please note: In here are going to be listed the Group that has free fields of the following types:
- Once finish to update the free fields you can close the screen.
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