Edit multiple records in a list using an editing form
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Navigation and UI
You can edit multiple records at the same time using an editing form. If you want to edit multiple fields or fields that don’t 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 tasks specifically, the form wouldn’t show any fields.
Procedure
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Perform one of the following actions.
Option Description Update selected records - Select the check box by each row that you want to edit.
- Select and hold (or right-click) any column header and select Update Selected.
Update all records in the list - Filter the list so it contains only the rows you want to edit.
- Select and hold (or right-click) any column header and select Update All.
- Enter appropriate values in any of the fields and select Update to save your changes in all selected records.
Related Content
- Use the list editor
The list editor enables you to edit field values directly from a list without navigating to a form.
- Edit multiple records in a list using the list editor
You can edit multiple records at the same time using the list editor. If you want to update a single field on multiple records to have the same value, the list editor is the quickest method.