Equinox Corporate+ allows users to make bulk edits to data directly from list views, helping you save time and ensure consistency across records. This feature is especially useful for updating common fields across multiple records—such as status, owner, or custom text fields.
Prerequisites
Before you can perform a bulk edit, make sure the following are true:
- Field Availability:
The field you wish to edit must be included in the page layout and made available by your system administrator. - Correct Record Type:
The bulk edit feature works only when records are filtered to a specific record type (e.g., Patent, Trademark). For example, to bulk edit patent data, make sure your list is filtered to show only Patent records.
Step-by-Step: How to Bulk Edit Records
1. Navigate to the List View
Go to the module (e.g., Patents, Trademarks) where you'd like to make bulk changes. Choose a list view that shows the records you want to edit.
2. Select Records to Edit
Click the checkboxes on the left-hand side to select individual records. You can select up to 200 records at a time for bulk editing.
3. Click the field you wish to edit
Once you've selected the records, click the pencil icon next to the field you wish to edit. This will open a bulk edit panel.
5. Apply Changes
Click Apply to update all selected records at once. You’ll see a confirmation message once the bulk update is complete.
Notes & Tips
- Admin-Controlled Fields: If a field doesn’t appear in the bulk edit panel, check with your admin to ensure it’s enabled on the page layout.
- Performance Tip: Stick to 200 or fewer rows at a time for optimal performance.