Edit Multiple Values Using Slicing

You can select and edit multiple records using slicing.

  1. Slice the report to group the records by the field you want to edit, displaying the slices as a tree rather than links.

    For example, if you want to reassign several incidents to a different staff account, slice the report by the report’s Assigned Account column. See How You Slice Report Data.

  2. Select the folder in the slice tree that contains the records you want to edit.
  3. Press Ctrl while selecting each record you want to edit.
  4. Drag the selected rows to the folder on the slice tree that shows the value you want. After you drop the rows on the slice tree, the report is updated to show the new values for the selected rows.
  5. If inline edits aren't saved to the server automatically, click Save on the Home tab to save the changes to the server. See Save Edits Performed Inline.