This topic describes how the Mass Edit feature works with records.
Mass Edit Operations
A Mass Edit operation can modify several records and fields simultaneously. For instance, The Status field in a particular set of records can be assigned the value 'Closed'.
To select a number of records for mass editing, select the checkboxes in the table view and click Mass Edit in the action bar. The Mass Edit wizard opens when Mass Edit is clicked in a table view. For more information on using table views, see Table View.This opens the Mass Edit Wizard.
Note that Mass Edit changes, like changes from the record Edit form,
are reflected in the record
history.If you do not see a
Mass Edit permissions are set on the toolbar for the selected table, you probably do not belong to a group with permission to edit multiple records at once.
Mass Edit permissions are set on the Permission tab of the Groups wizard.
To grant a group the permission to mass edit records in a single operation...
- Navigate to Setup > Access > Manage Groups and edit the relevant group.
- In the Groups wizard, click the Table tab and edit the relevant table.
- In the Table Permissions wizard, click the Record Permissions tab and tick the Mass Edit multiple records in <Table Name> in a single operation checkbox.
The Mass Edit wizard contains the following tabs:
Select Fields Tab
The Select Fields tab allows you to select which fields to change. Fields which are greyed out may not be modified. You can use the following methods to choose the fields to edit:
- Select a number of fields and click Next
- Click Select All and then click Next.
- Choose a linked field from which to edit linked records from the drop-down.
You can update fields based on formulas and variables, enabling 'search and replace' string substitution and other update formulas to set the field's value. For example, if you had fields Cost, Price and Quantity, you could set the Cost to Price * Quantity.
Note: You can use search and replace for most data types, including email fields.
For multi-choice fields you can choose whether the new value should overwrite or append to the old value.