Edit multiple records in a list using an editing form

You can edit multiple records at the same time using an editing form. If you want to edit multiple fields or fields that do not appear in the list view, use an editing form.

Before you begin

Role required: list_updater

Depending on your ACL settings, some of these options might not be available even with the right role. For example, if the list is task.list and users try to select multiple incident records from that task list, the form uses the task form and not the incident form so ACLs on task are enforced instead. Since users would not have access to task specifically, the form would not show any fields.

Procedure

  1. Perform one of the following actions.
    OptionDescription
    Update selected records
    1. Select the check box by each row you want to edit.
    2. Perform the appropriate action for the list version:
      • List v3: Open the list title menu and select Update Selected.
      • List v2: Right-click any column header and select Update Selected.
    Update all records in the list
    1. Filter the list so it contains only the rows you want to edit.
    2. Perform the appropriate action for the list version:
      • List v3: Open the list title menu and select Update All.
      • List v2: Right-click any column header and select Update All.
    An editing form opens.
  2. Enter appropriate values in any of the fields and click Update to save your changes in all selected records.