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Mass Update Fields on Selected Records

Quickly change specific information on multiple records.

Warning: Assign with care! This is a powerful tool, and you should use it with caution as undoing an assignment can be time-consuming and costly. Limit this feature to users trained to use it wisely and correctly.
  1. Check the bottom-left corner of the grid to ensure no records are selected. If needed, clear your selection before proceeding.
  2. Select the records to update.
  3. In the selection menu at the bottom, select Current/Unsaved Selection.
  4. Confirm you selected the correct records.
  5. From the Actions menu, select Assign.
  6. Select the check box next to the fields you want to update, and update the fields as needed. Click append to add your text to the end of what is already in that field.
    Mass Assign modal showing options to select which fields to update and what to change them to
  7. Click Save.
  8. When prompted, click OK.

The selection reflects the update, as do the Audit Logs of the records.

You can clear the selection when you're done with it.