Who is this article for?

Users who want to edit multiple objects/records 

Reporting authorities, roles, and record access controls restrict data visibility.

Data stored in the system is typically managed by opening an object and updating field values one at a time. On occasion, a user may want to use inline editing to edit multiple objects updating them without opening each one by one. To view and update multiple objects generate a filtered search or open an existing report using the Table report view.

To edit a object field value from a Table view, select the Enable Editing button in the top right-hand corner. Selecting this option will maximize the screen, add an editing panel, and hide existing filter options.

Fields from the table will also be listed in the right-hand Editing display. The Editing display will gray out fields that cannot be changed. Click on a table row to select an object or click Previous or Next at the bottom of the Editing display to move from one object to the next. Simplify the selection of a field using the Quick Edit Keyboard Shortcuts. Click the question mark near the Next button to view a list of these shortcut options.

After a field has been updated, select Save or Enter to save the information. The updated cell in the table will turn green highlighting the change. Complete or Ctrl+Enter will save the information and advance the object to the next workflow step.

Note
As with any area of the system, access to system data is determined by a user’s assigned Roles and Reporting Authorities. A Role is a built-in mechanism for segmenting data. A field is not editable if a user does not have permission or is not properly logged into the system. All changes to a object will be logged in the object's history.

Record Locator

While in Mass Edit, users can update data fields using Record Locator from a standard search or existing report displayed in grid mode.

Mass Editing fields are manually selected by clicking on a row and Record Locator allows for a field search. Once a record has been selected, the process becomes hands-free and Quick Edit Keyboard Shortcuts can be used. The keystroke Enter will save new data, and the cursor will advance to the next editable field.

If the Reposition to Record Locator after Save button is checked, the cursor will return the user to the search box after the keystroke Enter.

Connecting a Scanner
Scanners can be programmed to scan a label and perform the keystroke Enter behavior. For additional information on scanning options, please contact your Technical Account Manager (TAM).