Bulk Edit

Plugins allow you to extend your Zengine experience by adding new screens (full-screen plugins) or functionality to existing screens (inline and record overlay plugins) within Zengine.  You can browse our public marketplace to find plugins relevant to your Zengine use case.  

Bulk Edit Plugin

Our Bulk Edit plugin allows you to update one field on up to 200 records at a time.  It is the pencil/paper icon accessed from the navigation panel.

You will be brought to this screen:

Select the form whose records you would like to edit from the dropdown.  You will be brought to the filter panel.

Set your filter in order to narrow down your results to the records you would like to edit.  Here, I want to edit everything edited in 2017.

All records that fall into that filter will appear.

Check off the ones you wish to edit or bulk select by clicking the checkbox in the top left.

Once records are selected, utilize the dropdowns about the record grid to select which field you would like to change, and to what value.

Then click Save.