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Status Already exists
Categories Data Entry & Forms
Created by Ashley DuBose
Created on May 13, 2022

Add CSJ Field to "Data to be Updated" on Bulk Workflow Change

It would be useful to be able to update the CSJ field as part of a bulk workflow change, because often there are 80+ follow-up actions as part of a single contract.

  • Bob Klemens
    Reply
    |
    Jan 7, 2023

    Bulk value updates can be performed via queries (if you have the appropriate permissions to do these). Use these with caution as it's possible to update thousands of reports at the same time...

    Update a displayed field on all returned items using the "Update Field" line:

    Or click the "Edit Results" button to make the grid editable (like a spreadsheet) so you can change individual values across multiple reports.