Learn about the various batch editing options that can be performed in Super Search.
There are several batch editing options that can be performed in GivingData. Batch editing allows users to make changes to several records at a time through a List View of Super Search results.
Please note that some batch editing options may not be available depending on your GivingData subscription and role permissions. If there is a batch edit option that you are interested in, contact your Site Administrator or GivingData Client Success Manager.
The following batch editing options are organized by Super Search type:
Organizations Super Search
- Verify Tax Status
- Add Document
- Update Organization Type
- Add Code
- Remove Code
- Add Tags
- Remove Tags
- Replace Tags
- Check Watchlists - available with the OFAC Risk Management (Bridger Insight API Integration) Add-On
- Send Email - available with Pro and Enterprise subscriptions
- Update Published to Board Portal - available with Board Portal Add-On
Requests Super Search
- Add Requirement
- Add Document
- Change Request Fiscal Year
- Change Request Meeting Date
- Change Request Status
- Change Transaction Type
- Update Primary Staff
- Update Secondary Staff
- Add Followers
- Add Code
- Remove Code
- Replace Code
- Add Tags
- Remove Tags
- Replace Tags
- Change Docket - available with Pro and Enterprise subscriptions
- Add Workflow - available with Pro and Enterprise subscriptions
- Change Portfolio - available as a Pro Add-On and included with an Enterprise subscription
- Check Watchlists - available with the OFAC Risk Management (Bridger Insight API Integration) Add-On
- Send Email - available with Pro and Enterprise subscriptions
- Update Publishing Properties - available with Pro and Enterprise subscriptions
Payments Super Search
- Verify Tax Status
- Add Requirement
- Add Document
- Change Payment Status
- Change Budget Fiscal Year
- Change Scheduled Date
- Change General Ledger
- Add Code
- Remove Code
- Replace Code
- Add Workflow - available with Pro and Enterprise subscriptions
- Check Watchlists - available with the OFAC Risk Management (Bridger Insight API Integration) Add-On
- Send Email - available with Pro and Enterprise subscriptions
Requirements Super Search
- Mark Requirement Complete
- Add Document
- Update Received Date
- Update Scheduled Date
- Update Staff
- Add Workflow - available with Pro and Enterprise subscriptions
- Send Email - available with Pro and Enterprise subscriptions
Documents Super Search
- Batch Download as Zip - contact your Client Success Manager if you would like this function enabled
Portfolios Super Search
- Update Published to Board Portal - available with Board Portal Add-On
Tasks Super Search
- Change Assignee
- Change Due Date
- Change Status
- Add Followers
Batch Editing Permissions
Permissions for batch editing can be enabled for each user role in GivingData by site administrators. To modify user permissions, navigate to Admin Tools & Settings > Roles & Permissions. Then select the pencil icon beside a user role to edit.
