vtiger510:Feature Mass Edit

From http://wiki.vtiger.com/archives

Faq | Howto



Contents

About

This feature allows user to change the values in multiple fields of multiple records directly from the listview.

Working

With this feature, User can edit multiple records from list view by just selecting them and clicking on the mass edit button to get the mass edit view. In that MassEditView, one can select the checkbox for the fields that are to be updated and add data to that field an click on save.

On clicking save button, all the selected records will be updated with the values user has provided for the field that has been checked to get udpated.

This feature does not allow user to change email field to blank without disabling portal access for all the selected records by updating Portal User field as false as shown in below figure.

vtiger510-Feature-MassEdit1.jpg

The List view with Mass Edit is as shown in the below figure

vtiger510-Feature-MassEdit2.JPG

The figure below shows the Mass Edit view of a page where the blocks are shown i tabs. You can select fields from all the tabs and update the records that you have selected.

vtiger510-Feature-MassEdit3.jpg

Personal tools