About the Bulk Data Form

The Bulk Data Form lets you view multiple records simultaneously in a grid-like format. This can be useful if you want to compare data for multiple entities without having to switch between records and remember the information in each record. The Bulk Data From supports the same field and rule types that are supported by Record Manager.

At least one non-custom form datasheet must exist for a family before that family can be opened via the Bulk Data Form. If a master/detail datasheet is specified as the default datasheet for a family and you try to open that family on the Bulk Data Form, the Bulk Data Form will display the family using the first non-custom form that appears after the default datasheet in that family's list of datasheets.

Using the Bulk Data Form, you can filter the records that appear in results, create new records, modify existing records, or delete records from the database. Like in the Record Manager, to create, modify, or delete records in the Bulk Data Form, you must have the necessary privileges to create, update, and delete the relevant family.

The Bulk Data Form lets you view the details of multiple records assigned to the same site and which belong to the same family. This can be useful if you want to compare data for multiple entities without having to switch between records and remember the information in each record.