Overview
Unifyr allows you to perform make certain updates to these types of training (LMS) content in bulk:
- Modules
- Courses
- Certifications
The process of bulk updating any of these content types is similar. The examples shown here are based on updating Courses.
Intended Audience
Channel Marketing Leader or Channel Account Manager.
Before You Begin
The Bulk Update feature is available when you select at least one item in the relevant listing, for any of the content types listed above. The Bulk Update button is greyed out if you haven't selected anything.
- Navigate to the page that includes the training items you want to update.
- Click the checkbox next to each item you’d like to update. Alternatively, click the checkbox at the top of the leftmost column to select all items in the list.
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Click Bulk Update.
- In Bulk Update, you can modify these areas, clicking Next or Previous to move between steps 1-5:
- Step 1 - Remove Tags
- Step 2 - Add Tags
- Step 3 - Configure Partner Filters
- Step 4 - Set Status - publishing and effective dates
- Step 5 - Review and commit updates
- In Bulk Update, go to Step 1: Remove Tags
-
Select the tags you’d like to remove from your selected items.
Note: The window doesn't show the tags that are currently applied to the selected items, as it may be different for each one.
- To review and commit the changes, go to Step 5: Review, or click Next to go to the next step.
- In Bulk Update, go to Step 2: Add Tag Values
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Select the tags you’d like to add to your selected items.
Note: The window doesn't show the tags that are currently applied to the selected items, as it may be different for each one.
- To review and commit the changes, go to Step 5: Review, or click Next to go to the next step.
Permission Required
Access to this option may be dependent on the settings in your Unifyr account. Submit a request to your Unifyr team if you need clarification.
- In Bulk Update, go to Step 3: Add Filters
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Select the Partner Group(s) you’d like to have access to your selected items.
To remove all current partner filters from all of your selected items, enable Remove all existing filters when performing the bulk update.
- To review and commit the changes, go to Step 5: Review, or click Next to go to the next step.
- In Bulk Update, go to Step 4: Status
- Choose the status settings for the selected items - what is available will depend on the type of content you're updating:
- Status - the current status of the items
- Start Date and End Date - [if you're publishing items] the dates for which the items will be available to partners - use the calendar pickers
- To review and commit the changes, go to Step 5: Review.
- In Bulk Update, go to Step 5: Review
- Review the number of items being updated and the edits you selected in steps 1-4. To make a correction, use Previous to return to the relevant step.
- If you are ready to apply the edits to the selected items, type CONFIRM in the text field at the bottom of the window.
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Click Submit Bulk Update. Your updates will now be completed.
You will see a message at the top of the page letting you know that the bulk update is in progress. You aren't permitted to start additional bulk updates until this one is complete. The page will refresh when the update is complete.
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