Editing Multiple Records

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Navigation: TeamConnect User Interface > Enterprise User Help > Records > Creating a Record

In cases where you need to edit multiple records at a time, use the Mass Edit feature. This feature allows you to update the fields that appear in the results display of a search view page in multiple records at a time.

The table below displays the field types and operators that are supported for mass editing:

Supported Field Types and Operators

Field Type	Operators	Description
Main Assignee	•Replace	The Replace operator replaces the Main Assignee in the selected records with the selected User and Role.
Assignees	•Replace •Add/Assign •Unassign	The Replace operator deactivates the selected Current Assignee and adds the selected New Assignee as an Assignee on the selected records. If the selected Current Assignee is the Main Assignee, then the selected New Assignee will become the new Main Assignee.
		The Add/Assign operator adds or assigns the selected user as an Assignee to the selected records. Selecting the Primary Assignee check-box will also designate the New Assignee as the main assignee on the selected records.
		The Unassign operator unassigns the selected user as an Assignee from the selected records. This operator will skip records where the selected Current Assignee is the Main Assignee.
Involved	•Add New •Set Existing •Remove	The Add New operator adds the selected Contact in the selected Role as an Involved Party on the selected records.
		The Set Existing operator changes the Role of the selected Contact on the selected records. If the selected Contact is not an Involved Party on the selected records, no changes will be made.
		The Remove operator removes the selected Contact in the selected Role as an Involved Party on the selected records.
Boolean	•Replace	The Replace operator replaces the Boolean value in the selected records with the new designated value.
Text	•Replace	The Replace operator replaces the text in the selected records with the new designated text.
Numeric	•Replace •Adjust Amount	The Replace operator replaces the numeric value in the selected records with the new designated value.
Numeric	•Replace •Adjust Amount	The Adjust Amount operator adds the designated numeric value to the value in the selected records. You can subtract an amount by designating a negative numeric value.
Date	•Replace	The Replace operator replaces the date in the selected records with the new designated date.
Memo	•Replace •Add To End	The Replace operator replaces the memo text in the selected records with the new designated text.
Memo	•Replace •Add To End	The Add To End operator appends the new designated text to the end of the existing memo text, starting on a new line, in the selected records.
Lists	•Replace	The Replace operator replaces the list in the selected records with the new designated list.