Online Help | Desktop App

Batch-updating fields in multiple records

When you perform the batch update, you add or replace the values of specified fields in multiple records with the same specified values. You can apply the batch update to the records in the same grid.

To batch-update records:

  1. Select the records where you want to update the fields. For details, see Selecting multiple records.

  2. Click Actions > Batch Update on the Module menu. The Batch Updating of [Objects] window opens.

    NOTE: Alternatively, you can right-click the selected records in the grid and choose Actions > Batch Update from the pop-up menu.

  3. In the Field column, choose the field to update from the drop-down list. The Value column initially displays the <clear> value. Enter a new value.

  4. If you want to update more fields, click Add and repeat the previous step.

    Update all fields as needed. You can use the Delete button to exclude any of the selected fields from the update operation.

    NOTE: Updating fields may fire workflow Triggers. If you want to suppress all applicable Triggers during this batch update, select the Ignore workflow triggers during the batch update check box. This option is available for Alloy Navigator administrators only (the Administrative Access permission is required).

  5. Click Start.

  6. Click Yes to confirm the operation, then click Finish.