Batch Edit

If you have necessary permission, you can batch edit some records.

Closed records cannot be edited and are not available for bulk edit.

To batch edit records

1. Open the records list view.
2. Filter the list of records.
3. Select .
4. Select the records to edit (), then select Edit.
5. On the Batch Edit page, update the information.
   • To add an assignment or courtesy copy, select Assigned To, select Add, and then select the name.
   • To mark your assignments as done, turn on the Mark my assignments done toggle.
   • Before changing the status, ensure that required fields have been entered.
6. Select Save.