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Table View: Edit Column

Distributor steps for bulk-editing one column across many records in Encompass Table View using Edit Column and Fill Down, then saving changes. Includes a video. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Use the Edit Column Feature in Table View

  1. Navigate to any Table
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  2. Click a column header for an editable field and select "Edit Column"
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  3. On the Table Edit page, go to the top field in the column open for editing
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    NOTE: This page is limited to display only the records on Table View. If Table View displayed 25, 50, or all records, then the Table Edit is limited to the same records.
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  4. Enter a value in the top field. There are two ways to enter values in the following fields:
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    - Manually enter values in the spaces provided. These values can be different in each cell or you can carry the same value into them or skip them, as needed.
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    - Click the column header and select "Fill Down" to fill all open fields with the same value entered in the top cell.
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  5. When all fields are filled appropriately, click the "Save Changes" button to complete the changes

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