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PlanSwift Advanced Item Updater Plugin

  • January 1, 2025
  • 0 replies
  • 133 views

Overview

The Advanced Item Updater Plugin allows you to update the property of an item/multiple items at a time, quickly and easily.

The Advanced Item Updater Plugin adds a button to the Estimating Tab ribbon bar.

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How To Use the Advanced Item Updater Plugin

First, you'll need to download and install your Plugin, see: How to Download and Install a PlanSwift Plugin or Starter Pack

Once your new Plugin is installed, follow the steps below to use it.

We encourage you to purchase a training package for accelerated learning and faster customization, see: https://www.planswift.com/support/personalized-training/ for details on scheduling training.

  • On the "Estimating Tab" click the Advanced Item Updater button.

AUI-3.jpg

This opens the Advanced Item Updater window...

AUI-1.png

  • Choose a property to search (2)
  • Enter a value to search (3)
  • Choose a Tab to search for items (4)
  • Click the Search button
  • Review the items found (5)
  • Check the box to Sync the items' properties (6)
  • Choose the property to update (8)
  • Enter the new value (8)
  • Click Update (9)

Unless you are an advanced user DO NOT make changes to the darkened fields on this form. Note: If you want to undo the changes you made, just click UNDO at the top of PlanSwift.


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