How do I edit many records at once? – Zerion Software Customer Success Center

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Batch Record Update is possible for Company Admins within the ListView. To update several records at once, please follow the instructions below.

STEP 1. From inside the iFormBuilder Admin Portal, navigate to the Data tab.

STEP 2. Click the Page ID of the form which contains the records you wish to edit.

STEP 3. Highlight the record you want to update (use Data Filters to refine your selection) and then click Edit Selected.

STEP 4. Provide new values for the fields you wish to update and click Save.

PLEASE NOTE: To empty a text element, simply type a space into that field and click save.

Any fields left empty will not alter existing data. When the page reloads, you will see the new values have been applied across all selected rows.

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