Modifying Existing Records in the Bulk Data Form

To modify records in the Bulk Data Form, you must have Update privileges on the family whose records you want to modify. If you do not have Update privileges on the family, when the records appear, all fields will be disabled.

To modify existing records in the Bulk Data Form:

  1. Access the Bulk Data Form page.

  2. Locate the row containing the record that you want to modify.

    Hint: To do so, you may want to apply a filter to the records.

  1. Locate the column that corresponds to the field in the record whose value you want to modify, and then click in the cell.

  2. Modify the value as desired.

When you navigate to another cell in the grid:

  1. When you are finished modifying the desired records, on the Datasheet tool bar, click the icon.

Your changes are saved.

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