Bulk edit records

Announcements Product Updates 🆕
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We’re excited to announce our latest feature: the ability to bulk edit records. We understand how tedious and time-consuming it can be to update multiple records individually, so we’ve made it easier for you to edit all selected records at once. :zap:How it works:Enable bulk actions in your app settingsCheck the records that you’d like to editEdit any field inline, and you’ll be prompted with the option to update all selected recordsThis new feature not only saves you valuable time but can streamline your workflows and enhances your team’s overall productivity.

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Any chance this can be updated to a modal update? I often want to track changes with hidden fields (ie who made the change and when) and a modal update a record bulk action would be great! I think this is a feature request somewhere but can’t find this morning.

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Hey @Brandi_Bullock - just trying to understand which part of your request requires a modal?

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As a basic use case:

Bulk update a linked contact on selected records. The modal would allow me to not only change the linked contact, but I can also assign the logged in user to a hidden date field such as ‘Contact Last Updated By’ - essentially it adds the ability to update more than one field at once.

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You can update more than one field with one-click bulk actions, which is why I was asking.

Or, for your example, you could use a workflow to assign the ‘Last updated by’ by watching changes to the linked contact field.

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This was just an example, and probably a poor one since last updated by is meta data, but trying to avoid workflows as that’s not super scalable.

Another use case: Mark a set of tasks as complete and add a note to each of them, while also tracking completed by/date completed.

Similar use case: Mark a set of documents as rejected, provide the rejection reason, while also tracking rejected by/date rejected.

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Thanks for the examples

It’s something we want to support but it’s not trivial so not something on our immediate roadmap.

For what it’s worth, moost of what you’ve described is possible with bulk editing, just in 2 separate updates