Modify multiple rows within the same group using Single Record ?

Question

Could you please let me know if there’s a way to update the values of columns C, D, and E for multiple rows within the same group when updating a record through a custom form using a button or checkbox?
We can use filter on Grid and update one by one and Form rule to update a specific record Is there any way

MarkShnierYou · Accepted Answer

The normal way to do this would be to use Dynamic Filers on Group to limit the Table report to just one Group. Then go into Grid Edit mode and and edit the first row on the report. Then click the column heading with a right click to fill down.

The other way to do this would be fancier, if you really though the juice was worth the squeeze. You could edit one employee record to the new values and then click a magic formula URL button to update all other "sibling" employees in their Group to have the same values for certain fields.

But that latter method would probably take about an hour of consulting time to set up. You can contact me directly at mark.shnier@gmail.com if you wanted to pursue that route. But I think that if you familiarize yourself with that "Right Click" copy down feature in Grid Edit, that you will find its quite fast and intuitive.

MarkShnierYou · Answer

Can you help us understand your use case? So you are on new style forms I gather not legacy forms, and you are sitting on a parent record and you want to update values and fields on just some of the child rose? How do we know which rose you want updated and what the new value should be?

Sign up

Login to the community