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 How do I bulk update data?

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

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)

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

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.

Make your change (C)
Save (D)


Method 2

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

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