Mass edit assets using a template

If you need to make the same changes to multiple assets, you can save time by editing their shared properties in bulk. In Sitecore Content Hub, this is known as mass editing.

A typical use case could be: you're a content administrator working on a high-impact marketing campaign for a new product line. You want to edit a selection of assets to use across various social media ads.

This walkthrough describes how to:

  1. Create a mass edit template 

  2. Edit a mass edit template 

  3. Use a mass edit template

Create a mass edit template

A template lets you define the field values you want to apply to your assets when mass editing them. You can create different templates to make different changes. The fields you can mass edit are based on the data model of your Content Hub instance.

To create a template:

  1. In Content Hub, click Profile and settings Profile and Settings icon > Templates .

  2. On the Templates page, click + Template.

  3. In the Template dialog, fill in the fields as needed. In this example, there are four fields available to mass edit, to which you assign the following values:

    • Title (mandatory) - Citrus fruits

    • Asset media - jpg

    • Collection type - Campaign

    • Social media - Pinterest, Facebook, and Instagram

    The template dialog
  4. Click Save. The detail page of your new template opens.

Edit a mass edit template

If you want to make changes to your template after it's saved, you can edit it from its details page.

To edit your template:

  1. On the Templates page, find the template you want to modify and click Rename .

    The rename icon on the templates page
  2. In the Rename dialog, make your changes and then click Save.

Use a mass edit template

Now that your template is ready, you can use it to mass edit a selection of assets as follows:

Note

Which actions are available depends on:

  • Configured member types (property, relation, or taxonomy) and whether they're mandatory or multi-value.

  • Mass edit settings.

  1. On the menu bar, click Assets.

  2. On the Assets page, select the desired assets, click Actions > Edit .

  3. On the Assets mass edit page, click the From template tab and then click Add .

  4. In the Select template dialog, select the desired template and then click OK.

  5. On the From template tab, in the Overview pane, click Edit .

    Assets mass edit behavior
  6. Edit the values and define the mass edit behavior for each field by selecting one of the following actions from the drop-down menu:

    Action

    Description

    None 

    Doesn't modify the value or change the property of the field.

    Replace 

    Overwrites the current value of the field.

    Append 

    Adds information to a field, or adds taxonomy items to a list of related items.

    Remove 

    Removes all items from a relation or removes the current value of a field.

    Clear 

    Removes items from a relation.

  7. To confirm your choices, click Apply > Confirm.

  8. After the mass edit job is finished, you can verify the changes were made by checking the details page of an asset affected by your mass edit.

    Changes visible on the asset details page

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