Access the Bulk Data Form Page

You can use Search and open records in Bulk Data Form that are of the same family.

Steps

  1. On the top navigation bar, select .

    The search menu appears.

  2. Enter a search term, and then select . Search terms are case-insensitive and can contain any number of characters and alphanumeric values.

    Hint: You can enter a supported search syntax to perform a complex search.

    Search results appear for the search term according to the following criteria:

    Note: When you search for Records, Applications, and Catalog Items, you will be able to view global data, as well as data for each of the sites to which you are assigned.

    Hint: For records, a Related - <n> link appears next to the result, where <n> is the number of records related to the record shown in the search results. You can select the link to view a list of these records.

  3. Select .

    A check box appears before each record in the list.

  4. Beside each record that you want to view in bulk, select the check box, and then select Open.

    Note: The Open button is enabled only when you select records of similar type.

    The Bulk Data Form page appears, displaying the details of all the records.

    Note: The Site Reference for each record is also displayed in the Bulk Data Form in the first column. The Site selector component for each record is enabled for multi-site user. A multi-site user can change the site to any of the sites to which the user has permission, or choose to make the record a Global Record by selecting Global, so that all GE Digital APM users can access it regardless of the site assignment.

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