Creating New Records in the Bulk Data Form

To create a new record in the Bulk Data Form, you must have create privileges on the family in which you want to create a new record. Additionally, if the URL that you used to access the Bulk Data Form displays query results, you will not be able to create new records in the Bulk Data Form. You will know if you can create a new record in the Bulk Data Form if a new blank row appears at the bottom of the grid as shown in the following image.

To create a new record in the Bulk Data Form:

  1. Access the Bulk Data Form page.

  2. At the bottom of the grid, locate the new record row as indicated by the icon to the left of the record row.

  1. Complete the fields as desired.

The icon is enabled.

  1. You can continue to create new records in this way, and when you are finished, at the top of the grid, click the icon.

Your changes are saved as indicated by the icon to the left of the record row.

Note: If an error occurs when you try to save the record(s), a message will appear, indicating that there was an error while saving and providing a list of the fields that caused the error. For example, if a record contains a required field, and you do not provide a value in that field, when you try to save the record, an error message will appear, and you will need to correct the problem before you can save that record.

Copyright © 1993-2016 Meridium, Inc. All rights reserved.