Display the Bulk Update Dialog Box

The Bulk Update dialog box is available in the hubs.

Important: If you select the Bulk Update option to save updates to multiple records, all saved record changes are permanent in your database. To reverse these updates, you must manually roll back each record.

To display the bulk update dialog box:

  1. Open an application.
    In most cases, detail view displays the first time that you open a form and includes all tabs and fields for the record. Detail view is the format that is described in the Help system and is the view in which you can edit a record.
  2. Click to switch to list view.
    In list view, fields display in columns in a grid, with multiple records displayed in separate rows in the grid.

    The search navigation controls at the top of the form determine the number of records displayed. For example, if you select a saved search with a total of 160 records, the list view displays 160 records. If you modify the record selection of the saved search to include a subset of 50 records, list view displays data for those 50 records. For more information, see Search Quick Reference and Search Navigation Controls.

    You enter and display most information in grids on various forms. For information about using grids, see Working with Grids.

  3. Select the records that you want to update:
    • To select specific records, click the checkbox next to each record.
    • To select all records, click the checkbox at the top of the grid.
  4. Click the Bulk Update option.