Check Mark Multiple Records

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  • June 16, 2021 at 2:31 PM #44623

    Kyle Dahlquist
    Participant

    I’m wanting to switch a field from a typed yes/no answer that migrated a while ago from a different database. I’ve made a new checkmark field to categorize the records, and I’m wanting to know if there is a way to bulk apply an action – in this case I’ve got a search that catches all records that have a ‘yes’ typed in the text field “x”. Can I select all and do something that checks all the boxes in a newly created check mark field “y”?

    June 16, 2021 at 2:36 PM #44624

    Daniel Leu
    Participant

    Once you have your group of records using search, go to the multi-column view, set the first value and then click on the yellow dot and move it down. This will copy the value to the other fields.

    Another option would be a form script.

    June 17, 2021 at 7:33 AM #44635

    Kyle Dahlquist
    Participant

    I didn’t know that multi-column trick – it worked like a champ. Thanks Daniel!

    June 17, 2021 at 9:44 AM #44636

    Daniel Leu
    Participant

    Happy that it worked for you!

    June 18, 2021 at 1:26 AM #44638

    Brendan
    Keymaster

    Also sometimes dragging downwards can be tricky, so selecting the first cell, then shift-click the very last record in that cell, then select Edit > Fill Down. Tap Forms will copy the value from the top selected cell into all of the cells below it until the last selected cell.

    June 22, 2021 at 6:00 AM #44665

    DrJJWMac
    Participant

    Nice trick!

    I tried to copy a value from one row and paste it into subsequent rows without success.

    I might ask therefore that copy + paste be made aware of selecting multiple rows in the multi-column view.

    December 19, 2021 at 10:53 AM #46095

    Andreas .
    Participant

    Fill down or dragging doesn’t work when field is set as “selection list” even if you paste exactly a value from the list. TF is busy like it is doing the updates and the changes also show up… but they disappear on next refresh.

    • This reply was modified 3 years, 3 months ago by Andreas ..
    December 20, 2021 at 2:19 AM #46109

    Andreas .
    Participant

    Okay I don’t know what’s going on – it doesn’t seem to relate just to fields with “selection list”.

    Meanwhile I had several new columns to update with default values. Actually 90% of the time it is not working (anymore). I also had 2-3 cases when even a manual update within the form itself has not been saved.

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