User Guide

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Editing Multiple Records

If your user role includes the bulk edit permission, you can edit multiple records in the active state.

You cannot edit a record that is in the pending state because the record has changes that are pending approval. You must wait until the review and approval process ends.

From the

panel of the

page, search for records that you want to change.

The records appear in the

Search Results

panel.

You can also use the Queries panel to search for previously searched records.

Filters

select filters to narrow down your search results.

The

Search Results

panel displays the records that are directly related to the values that you input in the

Filters

panel.

Click the Find and Replace icon.

The

Find and Replace

window opens.

In the

Find in:

drop-down list, select a column and enter the value to find in the column.

The following image shows how to select a column and enter the search value, Adam: The Find in list with the First Name column selected.

To use the Find and Replace operation for lookup and dependant lookup fields, you must enter a value in both fields. For example, if you want to replace the Country lookup field and the State dependent lookup field, you must enter a search value in the lookup and dependent lookup fields.

Click

Find

The search results show only the records that match the specified value.

The following image shows the search results.