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How can I edit a batch of records for a custom object?

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Sometimes you may have a need to edit a batch of records for a custom object at the same time. Examples: To make a person the "Owner" of all records for a given product -or- To change the status of all records in a given release.

You can achieve this using "Mass Modify" function in Accompa.

  • Login using an account that has 'Full User'  or  'Administrator' privileges.
  • Go to a SmartView that contains the records you'd like to modify.
  • Click Actions above the table - and in the menu that appears, select 
    Mass Modify All or  Mass Modify Selected.
    • "Mass Modify All": Modify all records contained in that SmartView.
    • "Mass Modify Selected": Modify only some of the records contained in that SmartView.
  • Follow on-screen instructions to modify all or some of the records contained in that SmartView.
 
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