Introduction

When you need to set the same field value across many records, editing them one row at a time is slow. The grid's bulk editing feature lets you select multiple records and update them all in a single action — saving time and keeping values consistent across the set.

This article explains:

• What you need before you can bulk edit
• How to select records and apply a bulk change
• Which field types support bulk editing
• How validations and locks affect a bulk save
• What to check before you commit a bulk edit

Bulk editing behaves consistently across the grids that support it; the specific fields available will vary by console or tab.

Prerequisites

Before you can bulk edit, the following must be in place:

• Checkboxes are enabled on your grid, so you can select multiple records.
• Inline editing is enabled for the fields you want to bulk edit.
• You have edit permission on the records you want to update.

If you don't see checkboxes or a bulk edit option — or certain fields aren't editable — contact your Grid Administrator to confirm these are enabled and to check your field-level permissions.

Step-by-Step: Bulk Editing Records

Step 1 – Select the records

Use the checkboxes on the left of the grid to choose the records to update:

• Click individual checkboxes to select specific records.
• Use the header checkbox to select all visible records at once.

For example, in PrW “Assign Contracts to Account Console”, select the records using checkbox.

Step 2 – Edit the records.

Once records are selected, double-click on the required column of one of the records. Make sure the field is editable ( the column header has an edit icon)

Step 3 – Enter the new value

1. Enter the value in the edit box or select from the picklist, depending upon the field type.
2. You will see the checkbox confirming the number of records being updated. Click the Apply button. It will be set on every selected record.

Step 4 – Save

1. You will see the updated records highlighted in yellow and a Save button and a Discard button in the Action toolbar.
2. Click the Save button as seen in the action toolbar to apply the change to all selected records. A confirmation message appears once the update completes.

What You Can Bulk Edit

Field types that commonly support bulk editing include:

Not every field can be bulk edited. Fields that are read-only, formula-based, or restricted by your administrator won't be available.

Validations and Checks

The same validations that apply to inline editing apply to bulk editing:

• Mandatory fields — if a bulk edit would leave a required field empty, the save is blocked.
• Validation rules — every selected record must pass the configured rules with the new value. If even one record fails, you'll see an error and need to resolve it before saving.
• Data type — the new value must match the field's expected type (for example, you can't enter text in a number field).
• Locked records — records held by an approval process or workflow are skipped, and you'll be notified which ones couldn't be updated.

Things to Keep in Mind

• Review before you save — a bulk edit changes many records at once, so double-check both your selection and the new value first.
• There's no one-click undo — to reverse a bulk edit, you'll need to correct the records manually or run another bulk edit.
• Only selected records change — unchecked records are left untouched.
• Large selections take a moment — wait for the confirmation message before navigating away.

Summary

Bulk editing lets you apply a single change across many records in one action, so you can keep large sets of data consistent without editing row by row. Because the same validations and locks apply as in inline editing, your bulk changes stay within the rules already configured for your grid. For editing one record at a time, see How to Edit Records Inline in the Grid.