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Topics#Data ManagementPregunta de Thomas Gilroy
Thomas Gilroy (Waters ERA) preguntó en #Data Management
3 mar 2021, 00:40

How do you mass update/edit a field on a View All screen?

In our Quote module, the product line items are in a related list.  How can I use the View All screen layout to then edit a particular field on all line items all at one time.

 

Example:

 

Change each line item from UPS to FedEx within this 1 quote.  Often 50+ line items.  Currently, we have to use the Edit Button and then change each line value from the picklist and save at the bottom.  Is there a way to select all lines to change that field all at once?

 

Thanks,
1 respuesta
  1. Amnon Kruvi (The Architech Club)
    3 mar 2021, 03:07
    Hi Thomas, 

     

    ​​​​​​

     

    Unfortunately there isn't any mass-edit mechanism tied to related lists. I'd offer to maybe use a filtered list view and use in line editing, but those are also limited in what kind of fields you can edit (not to mention won't work with mixed record types).

     

    Is it normally the same set of fields that need to be mass updated? If so, then I'd suggest making a screen flow and placing it on the parent record page as a quick action. Otherwise, to be able to select from all fields you'd need Apex code. 
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