Browse Guides

Batch Updating Asset Fields
Reading mode
Copy Link
Link Copied!
Print
Feedback
This guide has multiple versions available:
<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Batch Updating Asset Fields</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1369/" target="_blank" rel="noopener noreferrer"><strong>Asset Fields</strong></a></li></ul><p><strong><br></strong></p><p><strong>Related Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/1785/" target="_blank" rel="noopener noreferrer"><strong>Asset Fields</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1938/" target="_blank" rel="noopener noreferrer"><strong>Custom Fields</strong></a></li></ul><p><strong><br></strong></p><p><strong><span style="font-size: 14pt;">Batch Updating Asset Fields</span></strong></p><p>Asset fields can be batch updated together when viewing a list of assets. This is useful for keeping assets up to date as their technology changes, for instance which software is installed or who owns it.</p><p><br></p><p>In the Assets area, select the checkboxes to the side of the assets you want to update. If you want to update everyone within an asset group, type, etc, enter the view of that group and select the checkbox at the top that is in line with the column headers.</p><p><br></p><p><em><strong>Note: If using the right-aligned checkboxes as part of the 2025 UI, you will need to hover over the row to see the checkbox.</strong></em></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM5MzgxMzRlLWE4ZTgtNGY5OC1iYjQ0LTVlOWJmNjJiZmFlMCJ9.tKk0lM1EjJ7xYzwg9fId50bHd4XF3LncPJcfGeUxZ9Y" class="fr-fic fr-fil fr-dib" width="367" height="487"></p><p><strong><span style="font-size: 10pt;">Fig 1. Bulk selecting assets.</span></strong></p><p><br></p><p>Hovering over the &quot;Edit&quot; button will show the following dropdown. Select the &quot;Batch Update&quot; option here.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI2NGNiY2E5LTRjYTEtNDRlMC1iZTA1LTg4YmIyNTNlMDI1MiJ9.yY7fYmsPMJJXbQaSETa6fbyg_0IWmf4dDsomAoHpAto" class="fr-fic fr-fil fr-dib" width="184" height="331"></p><p><strong><span style="font-size: 10pt;">Fig 2. &quot;Batch Update&quot; option.</span></strong></p><p><br></p><p>The following popup will then show, where you can add fields to a table to update. Click the &quot;Add&quot; button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjExMWQ1NDAzLTgxOGItNDRiMi05MTYxLTcyMmVkOGFmOTQ2YiJ9.pOUCGzv4ZV65JZG5q4SaaAYD4727AqeMEiP4MDFicf0" class="fr-fic fr-fil fr-dib" width="685" height="349"></p><p><strong><span style="font-size: 10pt;">Fig 3. &quot;Add&quot; button on a Batch Update.</span></strong></p><p><br></p><p>Another popup will then show to choose a field. Fields are added one at a time, but you can select multiple before saving.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZiMWJmY2IwLWViOGYtNGE1NC1iZTUxLWYzZGIyZTNjMjdlYiJ9.8Pe1yL6CKncCpZN_Heo5XxIg3cTo_0VHOpqs2X5CElI" class="fr-fic fr-fil fr-dib" width="683" height="431"></p><p><strong><span style="font-size: 10pt;">Fig 4. Selecting a field to batch update.</span></strong></p><p><br></p><p>Two fields have been added below - one system (Purchase Cost) and one custom (Software). Custom asset fields can be updated with this method.</p><p><br></p><p>The new value the fields will be updated to will be shown in the &quot;Value&quot; column.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNmYzZiZjVlLTdiMzgtNGQzMC1hOTAzLWE3OWI3NjY1OGE3MyJ9.hgRUI5tkhHXcDzxVlZL4aY-aKgNZyCltLwXzoKqvkgk" class="fr-fic fr-fil fr-dib" width="685" height="393"></p><p><strong><span style="font-size: 10pt;">Fig 5. Multiple fields added into the update table.</span></strong></p><p><br></p><p>The two values appear &quot;Not set&quot; before updating.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg1NWRkMmJmLTgxMTYtNGQyNi05OTExLTc2Y2NlYjhhZWYyMyJ9.APZF0dzOdCfJaLVlRSfIDnHfYwwUycXPw7PNqEtsmko" class="fr-fic fr-fil fr-dib" width="1220" style="width: 1222px; height: 574.015px;" height="574"></p><p><strong><span style="font-size: 10pt;">Fig 6. Values not set on an asset.</span></strong></p><p><br></p><p>Upon clicking &quot;Save&quot;, the fields have been updated.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZhYWQ0NDU5LTViYTYtNGIzZC04MjJkLTVkY2I5OTVkYWE2OSJ9.BpXOm3hf3ZVICqrjcVIBW4nYD9iVCN3TSWza_sEI9Wk" class="fr-fic fr-fil fr-dib" width="1217" style="width: 1219px; height: 574.053px;" height="574"></p><p><strong><span style="font-size: 10pt;">Fig 7. Updated values on an asset.</span></strong></p><p><br></p>
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.