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While building a process and before you start it, you can edit various fields for multiple actions at once using the Edit actions button to help save time. Once you start the process, you won't be able to bulk edit actions anymore.

If your process has certification actions, learn more about bulk editing certification actions.

Bulk edit titles

To bulk edit titles:

1. Select the actions and/or groups that you want to edit.
2. Click the Edit actions button at the bottom and select Title from the dropdown.
   
3. For the selected actions and/or groups, choose to replace specific text in the titles or replace the entire titles.
   • If you choose Replace text in title, enter the text you want to find in the titles. Then, enter the new text you want to replace the original text with.
   • If you choose Replace entire title, enter the new title you want to replace the original titles with.
4. Review the matching actions and/or groups to make sure you want to edit the titles for those items.
5. Click Save to make the changes.

Bulk edit users

To change a user for all actions where they’re an assignee or approver:

1. In the actions list, select the actions that you want to edit.
2. Click the Edit actions button at the bottom and select Users from the dropdown.
   
3. For the selected actions, select the user you want to replace. Then, out of the selected actions, specify which of that user's actions you want to change by choosing Assignee, Approver, or Assignee or approver. For example, if you want to change the actions in your group of selected actions where that user is the assignee, select Assignee.
4. Select the new user you want to replace the original user with.
5. Review the matching actions to make sure you want to edit the user for those actions.
6. Click Save to make the changes.

Bulk edit assignee or approval due dates

To bulk edit assignee or approval due dates:

1. In the actions list, select the actions that you want to edit.
2. Click the Edit actions button at the bottom and select the due date you’d like to edit from the dropdown: Due date or Approval due.
   
3. Select your new due dates. If business days have been configured in the process settings, you can also set the due dates by entering in the number of the business day (ex: you can set the due date to the 10th business day of the business’s schedule).
4. Expand the row to see all the actions where the due date will change.
5. Click Save to make the changes.

Bulk edit assignee or approver reminders

To bulk edit assignee or approval reminders:

1. In the actions list, select the actions that you want to edit.

2. Click the Edit actions button at the bottom and hover over Assignee reminders or Approver reminders in the dropdown to choose from the following options:

   • Set reminders to system default: You can set the reminders for your selected actions back to the system default.
   • Turn off reminders: You can choose to not send any automated task reminders at all for your selected actions.

   • Customize reminders: You can customize the reminders for your selected actions according to your personal needs. See Send reminders in Processes for more details.

     Note: You can only customize reminders for multiple actions at once if all of your selected actions have the same due date.

   

Bulk edit tags

To bulk edit tags:

1. In the actions list, select the actions that you want to edit.
2. Click the Edit actions button at the bottom and select Tags from the dropdown.
   
3. For the selected actions, choose to either Remove all existing tags or Replace all existing tags with new ones. If replacing the existing tags, select the category and value for the new tags that you want to replace the existing tags with.
4. Click Save to make the changes.

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