Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Expand
titleHow do I bulk update data?
Info

NOTICE: You may not have security permissions to complete this task, you may need to escalate to a supervisor.

Info

WARNING: Be sure you only touch the fields you wish to change on ALL of the selected records, it will be difficult or impossible to undo.


Method 1

Navigate to the entity you wish to update.
Use the edit columns to display the desired fields (A)
Use the filters to add desired selection criteria (B) (for example: Field XXXXX contains *typo)

Select the records you wish to update (A)
Select edit (B)

Make your change (C)
Save (D)

Info

WARNING: Double check the number of records matches what you selected in the previous section.

Info

WARNING: Be sure you only touch the fields you wish to change on ALL of the selected records, it will be difficult or impossible to undo.

Image Removed

Image Added

Method 2

Create list view, select columns/fields
Use filters to narrow your list
Export spreadsheet
make updates on exported spreadsheet
import spreadsheet