Batch Operations

Some projects might have hundreds or even thousands of Sites. In some cases, it might be necessary to edit several of them in the same way. The Batch Operations functionality allows doing just that, editing several Sites at once, avoiding the need for editing every Site individually.

Batch Operations for Sites

Tutorial explaining how the Batch Operations work

Activating the Batch Mode

Within the project overview page, navigate to the Site list and activate the batch mode.

Clicking on the Batch Operations icon will activate the Batch Operations Mode.

Once activated, the interface will change and provide new interaction possibilities:

  1. The END BATCH MODE buttons allows you to leave the mode at any time.
  2. The Site entries are now selectable. Single Site operations are not longer available.
  3. A Batch Operations bar at the bottom shows how many Sites have been selected and which operations are available for those Sites.
    A END BATCH MODE button allows leaving the Batch Operation Mode at any time ①, Sites can be selected ②, and a Batch Operation bar is available with five different operation types ③. Single Site operations are not available in the Batch Operations Mode.

Six operations are available:

  • Edit header image,
  • Edit categories,
  • Edit description field,
  • Publish,
  • Unpublish,
  • Delete.

Next, we will go through each one of these operations.

Carrying out batch operations to several Sites

The first step is to select the Sites you want to edit. For that, just click on the respective entries in the list. Alternatively, you can also select all the Sites visible in the current list by clicking on the select box in the Batch Operations bar on the bottom.

The select box in the Batch Operations bar allows selecting or unselecting all Sites currently listed.

The same select box allows you to unselect all Sites.
The operation icons in the bottom bar will only activate when one or more Sites are selected. Only those operations will be active which are available for the specific selected Sites.

Note: Remember that the filtering function continuous being available to narrow down the number of listed Sites.

Editing header images

To edit the header images click on the respective icon as shown in the following image.

A popup window will open.

The "Edit header image" popup window will inform you about the current batch operation and let you select the image to upload.

Select the image you want to use as a header image for the selected Sites by clicking on the ADD IMAGE button. Once selected, you can add image credits.

Note that existing header images will be overwritten with this operation. This cannot be undone.

Confirm and execute the operation by clicking on the UPDATE IMAGE button.

Editing categories

To edit the categories of the Sites, go to the respective icon in the Batch Operations bar. A menu will open.

By hovering your mouse cursor over the "Edit categories" icon, a menu will open with three possible operations.

There are three types of operations you can carry out with categories:

  • Add
  • Replace
  • Delete

Adding categories
The "Add" operation allows you to add new categories to Sites without affecting already existing ones.
In the popup window click on the ADD CATEGORY button to add one or more categories.

You can reorder the entries by priority before submitting.
Click on the ADD button to execute the operation.

Replacing categories
The "Replace" operation works similar to "Add", only that all existing categories will be substituted. Once executed, it cannot be undone.

Deleting categories
The "Delete" operation will remove all existing categories. Once executed, it cannot be undone.

Editing the description field

To edit the description field of the selected Sites click on the 'text' icon as shown in the following image.

The popup window will indicate how many of the selected Sites already have a description. Note that the description of these Sites will be overwritten!

The editing popup window shows how many Sites already have a description [red rectangles] allowing you to confirm that the correct Sites were selected. Existing description will be overwritten with this batch operation!

Edit the description field and confirm by clicking on the SAVE button.

Publishing Sites

To publish Sites click on the respective 'eye' icon as shown in the following image.

Note: The publishing icon will only be active if you selected at least one Site in the draft state.
Confirm your selection in the popup window and execute the operation by clicking on the PUBLISH SITES button.

Note: Already published Sites will not be affected by the operation.

Unpublishing Sites

To unpublish Sites (i.e. setting them back to draft) click on the respective icon as shown in the following image.

Note: The unpublishing icon will only be active if you selected at least one published Site.

Confirm your selection in the popup window and execute the operation by clicking on the PUBLISH SITES button.

Note: Sites which are already in draft will not be affected by the operation.

Limitations
It is not possible to unpublish Sites with Posts. Hence, when trying to carry out an unpublishing operation with Sites having at least one Post, you will get a warning.

Unpublishing Sites with Posts is not possible. In the warning popup window, the respective Sites are shown in red.

In the popup window you will find the respective Sites marked red. Close the window and remove those Sites from the selection. Repeat the unpublishing operation.

Deleting Sites

To delete Sites click on the respective icon as shown in the following image.

In the confirmation popup window click on the DELETE SITES button to confirm the operation.
Note: The deletion of Sites cannot be undone!

Note: Posts linked to any of the selected Sites will lose their geo-location upon deletion. The Posts themselves will not be deleted! It is possible to set new coordinates for them afterwards.

Exiting the Batch Operations Mode

To end the Batch Operation Mode click on the respective END BATCH MODE on the top of the Sites list.


Mass upload

It is possible to create several Sites at once by uploading a vector file containing …

Downloading Sites' geo-data (draft)

In this tutorial, you will learn how to download sites' geodata from explorer.land. At …

Related Docs

Introduction
User accounts
Projects
Sites
Posts
Stakeholders
Sponsors & Sponsorships
Campaigns
Organizations
Funding Opportunities
Embedding
Map Features and Settings
Story Mapping App
References