One or more items from the User Defined List/Entry Tabs (1-5) can be modified by using the Edit feature in the list view.
NOTE: Editing User Defined items through Bulk Actions will overwrite any existing data and replace with the content you enter below for all selected User Defined List/Entry Tab items.
NOTE: You must have permission to Special Permissions > Update Multiple Cases to use the Bulk Edit feature.
It is important to review the selected field content you plan to modify before committing to any permanent changes. Changes made using the Edit feature cannot be reversed, so it is recommended to carefully review anticipated modifications prior to making a bulk change. For any questions, contact Support to guide you in this process.
To edit multiple User Defined List/Entry Tab items:
Within the User Defined Tab list view, use the checkboxes to select the entries you wish to update.
Click the Bulk Actions menu and select Edit.
On the Update item(s) window, click the Fields dropdown to choose the User Defined tab fields where you wish to universally make changes to the selected items. All fields from the selected User Defined List/Entry Tab will display.
Enter new data for the corresponding field that you wish to change. Click the Save button to complete the bulk edit or click the Cancel button to close the Update item(s) window and abort entered changes.
A confirmation message will display when complete.
