Bulk Editing Configurable Manager Records

If you have a large number of records that need the same edits, you can use Bulk Edit to update all the records at once. You can update up to 200 records at a time. Bulk editing must be defined in uDesigner, and you must have the Allow Bulk Edit permission set for the manager.

Note: You cannot bulk edit codes or names.

To update records using bulk edit

  1. Navigate to the Configurable Manager log.
  2. Select one or more records or use Find to search for a group of records with specific criteria. You can select the records from the class log or the Find log.
  3. Select Edit > Bulk Edit. The Bulk Edit window opens. The fields displayed depend on what is specified in uDesigner for detail form integration for the class.

    Note: Bulk edits overwrite data without asking you to verify each change. Be sure that you have entered the data you want to edit correctly.

  4. The Bulk Edit form includes all editable fields for the detail form. Modify the Bulk Edit form as needed.
  5. Select the Update checkbox for the fields that you want to update. The checkbox is automatically selected when you type in a field. You can deselect it if you do not want to modify the field.
  6. To start the bulk update of the selected records, click Update. The Bulk Actions Status window displays the progress of the update.
  7. Click OK after all records have processed. Click Cancel if you want to cancel the bulk update in progress.

See Also

Unifier Configurable Managers (Configurable Modules)

Code- and Record-based Configurable Managers

Code-based Configurable Managers

Access a Configurable Manager (Configurable Modules)

Reverse auto-population and Code- and Record-Based Managers

Creating Sheets and Records for a Code-and Record-based Manager (Standard View)

Creating Sheets for a Code-based Manager (Standard View)

Working with Configurable Manager Sheets (Classic View)

Working with Configurable Manager Sheets (Standard View)

Working with Configurable Manager Logs (Standard View)

Printing a Configurable Manager Form



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Last Published Monday, April 11, 2022