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Mass edit in lists

Perform bulk operations on multiple records simultaneously to save time and ensure consistency across your data.

Selecting records​

Choose records for mass editing using these methods:

  • Individual selection - click the checkbox next to each record you want to modify
  • Select all - use the "Select all" option to choose every record in the current view
  • Filtered selection - apply filters first, then select all to work with a specific subset

Available actions​

Once records are selected, you can perform these operations:

Standard actions​

  • Delete - permanently remove all selected records from the system
  • Edit - open a dialog to modify specific fields across all selected records
Mass edit

App-specific actions​

Each app provides specialized bulk operations based on its purpose:

  • Task app: Accept, Reopen, or Change Status for multiple tasks
  • Approval app: Approve or Disapprove multiple requests
  • Deal app: Update Stage or Assign Owner for multiple deals
  • Custom actions: Apps may define additional bulk operations

Mass edit workflow​

1. Select records​

Choose the records you want to modify using checkboxes or "Select all"

2. Choose action​

Select the appropriate action from the available options

3. Configure changes​

For edit operations, specify which fields to change and their new values

4. Apply changes​

Confirm the operation to apply changes to all selected records

Benefits​

Mass editing provides significant advantages:

  • Time savings - update multiple records in one operation instead of individually
  • Consistency - ensure all selected records receive identical updates
  • Error reduction - minimize manual entry errors through bulk operations
  • Efficiency - streamline repetitive tasks and administrative workflows

Mass editing transforms tedious individual updates into efficient bulk operations that maintain data quality and save valuable time.