Inline updates

This guide will walk you through changing a value directly in the grid and updating fields on one or more items. The examples use EQUIPMENT. Grid editing and Edit → Update are also available on ASSOCIATED EQUIPMENT.

Documents, defects, and actions have their own update workflows. See Managing documents, Managing defects, and Managing actions.

Edit values in the grid

Use the grid for fields that are visible and editable there. You can change several cells before saving.

1. Double-click an editable cell and enter the new value.
2. Press Enter. Continue with other cells if needed.
3. Select Save. In Batch Edit Summary, review each changed cell’s previous and new values.
4. Select Confirm Save to apply the changes.

Before saving, select Discard to cancel pending changes. Select Exit Batch Edit when you have finished editing the grid.

Update one or more selected items

Use Edit → Update to change fields on selected equipment or associated equipment, including fields outside the current grid layout. The same new value is applied to each selected item.

1. Select the items to update and check Selection Count. See Selecting items if you need to select across pages or filters.
2. Open Edit and select Update.
3. In the Update dialog, use + Add field to choose each field to change. Use Toggle all fields to see the complete field list.
4. Enter the new values, then select Review.
5. Check the proposed changes and select Confirm to apply them.

Only fields added to the update are changed. Other fields on the selected items remain as they were.

Check the selection

An update applies to every selected item, including items hidden by the current page or filters. Check Selection Count before reviewing and confirming the changes.

Related topics

• Selecting items — Check which items an update will affect
• Managing equipment — Add, link, archive, and delete equipment
• Managing associated equipment — Maintain and link associated equipment