Perform an Action on Multiple Entity Records


Purpose:  You can make updates to with multiple entity records at once through the Perform Action section. The Perform Action section allows you to easily make updates to multiple entity records or export a list of entity records.

TABLE OF CONTENTS



Step-By-Step Guide


Multiple entity records can easily be identified by:



The following actions can be performed on one or multiple entity records

  • Change Field Value
  • Manage Team
  • Export to CSV

Perform Action on Multiple Entity Records


1. Select Data.


2. Select Custom Objects.


3. Click the Custom Object to find the group for. 


Find_an_Entity_Record_Group.png



4. Select Data.


5. Click on the icon next to Perform Action. 


6. Select the action you would like to perform. 


7. Apply Action to multiple records


Perform_Action_on_Multiple_Entity_Records.png


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