From the overview page of a sub-module, you have the option to change properties of items in bulk to easily update records.

Two types of inline/bulk edit are available and will be highlighted below.

See it in action

Pre-requisites to get started

• Have access to a sub-module for which you want to in bulk update items

Fast-track to Brilliance

• Navigate to the overview page of the sub-module for which you want to bulk update items
• Make sure you have the properties you want to update available in your overview by selecting the right view and using the “Customize view” button
• Use the “Inline edit” button in the top right to make changes to all items on the overview page
• Alternatively use the “Bulk actions” to select certain specific items you want to edit followed by pressing “Inline edit” in the bulk actions ribbon
• Once in one of the two above mentioned bulk edit modes:
  • Update individual properties by changing the value of a specific row
  • Use the “Pencil” icon on top of the column (left of the column header) to in bulk change all items/rows to a certain value
• If a change was made incorrectly and needs to be reverted, use the “Clock” icon next to the changed value to revert the change
• If you just navigate away, the changes will stay staged until you actually discard the changes using the “Discard changes” button.
• Once ready, press “Save” in the top right to apply the changes made

Step-by-step guidance

Using inline edit for all items on the overview page

• Navigate to the overview page of the sub-module for which you want to bulk update items
• Make sure you have the properties you want to update available in your overview by selecting the right view and using the “Customize view” button
• Use the “Inline edit” button in the top right to make changes to all items on the overview page
• Update individual properties by changing the value of a specific row
• Use the “Pencil” icon on top of the column (left of the column header) to in bulk change all items/rows to a certain value
• If a change was made incorrectly and needs to be reverted, use the “Clock” icon next to the changed value to revert the change
• If you just navigate away, the changes will stay staged until you actually discard the changes using the “Discard changes” button.
• Once ready, press “Save” in the top right to apply the changes made

Using inline edit for a select set of items (Bulk actions)

• Navigate to the overview page of the sub-module for which you want to bulk update items
• Make sure you have the properties you want to update available in your overview by selecting the right view and using the “Customize view” button
• Use the “Bulk actions” to select certain specific items you want to edit followed by pressing “Inline edit” in the bulk actions ribbon
• A pop-up opens with only the selected items
• Update individual properties by changing the value of a specific row
• Use the “Pencil” icon on top of the column (left of the column header) to in bulk change all items/rows to a certain value
• If a change was made incorrectly and needs to be reverted, use the “Clock” icon next to the changed value to revert the change
• If you just navigate away, the changes will stay staged until you actually discard the changes using the “Discard changes” button.
• Once ready, press “Save” in the top right to apply the changes made

If you have any further questions related to the use of Inline/bulk editing, feel free to reach out to support@responsum.eu. We are happy to help answer your questions.