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
- Navigate to the Configurable Manager log.
- 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.
- 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.
- The Bulk Edit form includes all editable fields for the detail form. Modify the Bulk Edit form as needed.
- 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.
- To start the bulk update of the selected records, click Update. The Bulk Actions Status window displays the progress of the update.
- Click OK after all records have processed. Click Cancel if you want to cancel the bulk update in progress.
See Also
Configurable Managers (Configurable Modules)
Code and Records-based Configurable Managers
Code-based Configurable Managers
Access a Configurable Manager (Configurable Modules)
Reverse auto-population and Code and Records-based Managers
Creating Sheets and Records for a Code and Records-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
Last Published Saturday, July 12, 2025