How To Bulk Edit Multiple Records
The Make Mass Changes feature set lets you quickly make bulk edits to multiple records simultaneously.
WARNING -- Use With Care
This is a very powerful tool for manipulating your data. In general, using the Mass Changes editor will not trigger any other logic around the change.
You can open the Mass Changes editor from any report that supports editing. The "Edit" icon is in the report banner at the top of the page. Clicking this will open the editor panel.
An example from a demonstration event.See Working With Reports for more information.
Select the checkboxes for the records you want to modify. To select all records on a page, select the checkbox in the top-left corner of the grid beside the column headings.
An example from a demonstration event.IMPORTANT
If your report has multiple pages and you want to change all the records, change the Rows Per Page option to All before selecting the items, significantly if multiple records are affected.
Otherwise, only the records on the (first) page will be updated.
Click the Change selector box to see the fields you can change.
INFORMATION
You are not limited to visible fields in the current view. All fields from the table from which the report is generated are available.
Once you have selected the field you want to change, enter the new value in the on selected records to box. For some fields, you may need to choose a value from a pre-defined drop-down selection list.
An example from a demonstration event.Click the Modify Records button at the far right of the on selected records to box. The system will prompt you to confirm the changes.
An example from a demonstration event.Click Continue.
If the field you changed is displayed in the view, the column will be immediately updated, and you will see the changes made.
Last reviewed: September 2024