To update classifications using the Batch Operations Tool, first follow the steps for a standard Batch.

Once your search is applied within the Batch tool, select Modify (1) at the left hand side.

NOTE: When using the Batch Operations Tool, always apply your search first and review the search results before progressing.

Next, find the classification field that you wish to edit and update the field.

First you must select a Field Action (2).

For single-select classifications, you will only have the option of "Update Value", whereas for multi-select classifications, you must choose between "Update Value" and "Amend".

Update Value

Replaces the existing value in this field for all Records. "Update and override the previous value with the new value."


Adds additional values to the existing set. "Add the following classifications to the existing set."

In this example, we are adding all the Stakeholder Records in our search results to a Distribution List.

Next, select the classification you wish to add to the Record (3) and Apply (4).

After finalising the changes you are making to the Records, click Execute (5).