Article Number:01023
If you add Calculated field or change formula after creating a record, such setting is not reflected in the existing record. You need to update the record so that formula setting is reflected in that record.
Perform one of the following steps to update the record.
○Update Records One By One in the Record Details Screen
○Exporting and Importing a CSV File to Bulk Update Records
First, export record data to a CSV file.
- Specify the Record number field and a field of your choice as items to export.
1) Click the Options icon at the upper right of the "View" screen, then click Export to File.
2) Select the Include header row check box.
3) Specify the Record number field and a field of your choice as items to export.
※ By reducing the number of fields to update, you can minimize the risk of accidentally overwrite data.
Note that if you specify only the Record number field which acts as the Key to Bulk Update, data cannot be updated. Therefore, you need to export a field of your choice as well.
4) Click Export on the upper left of the screen.
Exporting Data to a File
- Import the CSV file.
1) Click the Options icon at the upper right of the "View" screen, then click Import from File.
2) Click Browse and select the CSV file.
3) When you are prompted with Select Data Scope, select First row is header.
4) Associate the fields in the app with the columns in the file.
Example settings:
※ Specify "(None)" for fields you do not want to update.
※ If you select the "Key to Bulk Update" check box for the Record number field, records whose record numbers match the value in the file are updated.
5) Click Import on the upper left side of the screen.
Importing Record Data from a File into an App
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