Photo of Jeff Orians


Bulk Update Process

I have two groups, that I'm trying to bulk update into another group and use an attribute named 'Position' to distinguish between volunteer roles.  For example the groups are named 'Classroom Buddy' and 'Classroom Aid.' The new group is named 'Classroom Volunteers.'  What I'd like to do is bulk update from 'Classroom Buddy' into 'Classroom Volunteers' and set the attribute position to 'Buddy.'  I then want to repeat that process for the group 'Classroom Aid.'  What I'd like to accomplish; however, is if a person is in both of the two original groups, I'd like them to appear in the new group with both of the positions noted.

Any thoughts on best practices to accomplish this task?

  • Photo of Jim Michael


    Is your "position" a group member attribute, or a Role? I don't think you can add a person to a group twice unless it has different roles (e.g. a person can be added as Member and Leader to the same group, but not twice as Member). If you're really using a position _attribute_ you might have to change to a Defined Value field type that points at a Defined Type for the list of positions, and has _Allow Multiple Values_ enabled. Then a person could be added to the group once, but have both roles selected.