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XTM Cloud 13.4

Updating project custom fields

Custom fields can be updated for multiple projects in one go. Running the Update project custom fields command on the Actions tab opens the Update project details window.

To update custom fields for multiple projects:
  1. Select Projects > Projects list.

  2. Use the Simple search or Advanced search functionality to display the relevant projects.

  3. Select the Actions tab.

  4. In the Actions tab screen:

    1. if necessary, use the checkboxes next to the relevant projects to limit the custom field update only to these projects.

    2. from the dropdown, in the Basis section, select Update project custom fields.

    3. Select Run to the right of the dropdown.

      Result: The Update project details popup is displayed.

  5. In the Update project details popup:

    1. select the Update checkbox for the required custom fields and make the relevant updates.

      Note

      When custom fields are dates, they are automatically converted to users’ preferred time zones.

    2. at the bottom of the popup, select the Update button.

Result: Relevant custom field updates have been made to the selected projects.