The latest version (24.6.29) adds Batch Recode function.
This is useful when you want to recode single field across multiple forms in bulk. Yes, you can use Batch Update but that requires copying data into spreadsheet, modifying it in spreadsheet, then copying back to Manager.
Batch Recode is allows quickly recode single field across multiple forms at once.
Go to the tab where you want to update entries in bulk and click Batch Operations button in bottom-right corner. Then click on Batch Recode
You will see the following section added to your screen:
In drop-down menu, select name of field that you’d like to update on selected records. Currently only boolean fields are supported but I’ll add support for other field types soon.
For example, if you are batch updating Sales Invoices, you can select field Also acts as goods receipt. This will allow you to quickly check the checkbox Also acts as goods receipt across many invoices at once.
After selecting the field, select desired value:
Check all the records which you’d like to batch update. You can use simple search or advanced queries to narrow down your list.
Then click Batch Recode button.
Your records will be updated.
If you made a mistake, you can always go back to History and undo your changes.
At this moment, it’s limited to fields that are checkboxes only. But eventually I will add support for every type of field so So whenever you need to set some specific value across multiple forms, you do not need to go to each form individually but you will be able to use Batch Recode to do it across many forms at once.
