The Planning Edge

Mass Edit - Multiple Records

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To streamline your editing, you can also edit multiple records at one time.

To do so

  • Select the records you would like to edit on the left hand side of the Grid by ticking the box. TIP: Filter the Grid to the records you want to edit eg. All Low Priority Item to make this process quicker.

NOTE: By selecting 'all' the records (clicking the top left box) you will only be selecting the records that are visible in the grid. To selected ALL the records you will need to load all the data in the grid by scrolling down to the bottom, then selecting the top right box to 'Select All'.

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  • Then click on the field you would like to edit eg. Status
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  • Edit the field and then choose 'Apply Selected' to apply the change to all the records you have selected
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You will see the change has been applied so now all you need to do is click Save.

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