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We have a need to update multiple records with the same piece of data for a certain field.  Namely, the record manager.  Currently, we are updating the records one at a time.  Is there a way to make the changes from the customer list or is there another alternative?

Hello Retrotel,

If you can provide more information about what are you trying to achieve and which fileds you want to update and which table you are working. If you can expalin me your scenario, I can definitely try to help you achieve it.

-Inder

Customer list.  We are migrating from an on premise crm that allows us to assemble calling lists by selecting records.  The checkbox column is present, but not sure how we fileter by checked items.

Hello,

   I believe what you are looking for is the 'Start Loop Through Grid' action.  (Don't forget, it has an corresponding 'End Loop Through Grid' action).  With the loop action, you can find the records you have checked.  For each record found you have an 'Update Field In Table' action that updates the record with the correct information.  

  We do have an cuatomization example that is relevant.  It's for mass deletion but can be modified to suit your needs here. You can see how to setup a loop through a grid.

  You can do a mass update with the import update function.  This will not give you the interface for a user to update records but you can update many records at once to get yourself started.

  Here is the Start Loop Through Grid function from the FirledService_WorkOrderList screen and the "Invoice selected..." action.  Take a look to get a sample.