How to bulk edit records?

Select multiple rows in the records table and change one field for all or only the current row. The Bulk edit dialog asks whether to apply the change to {count} selected rows.

When you need this

  • Change status or category for a group of records.
  • Fix one field across many rows after import.
  • Bulk update is faster than editing one by one.

Key terms

  • Selection — row checkboxes; counter {count} selected.
  • Bulk edit — dialog after editing a field in the selection.
  • All {count} — apply to all selected rows.
  • Only this row — current row only.
  • View only in table fields are not inline-editable.

Before you start

  • Records table is open.
  • Permission to edit records.
  • The field you change is editable in the table.

Step-by-step

  1. Open the table in Custom Data.
  2. Select rows (checkboxes) — {count} selected appears.
  3. Edit a field value in one selected row (inline cell edit).
  4. In Bulk edit, read Apply this change to {count} selected rows?
  5. Choose:
    • All {count} — update all selected rows.
    • Only this row — change only the row you edited.
  6. On success — Updated {count} rows.
  7. Clear selection — reset selection.

What happens next

Selected rows get the new field value. Other fields stay unchanged. Unique fields may return Value must be unique.

How to verify

  • All selected rows show the new value.
  • Updated {count} rows matches expectation.
  • No uniqueness conflicts on the field.

Other options

  • Duplicate — copy selected rows (Duplicated {count} rows).
  • Delete ({count}) — delete selection.
  • Export — export selected rows only.