Adding Multiple Records

The multiple add feature allows you to select multiple values for certain data properties (such as dates and lookups) and create a new record for each of those values. If you select multiple data properties to have multiple values, when you click Save, a new record will be created for each combination.

This is especially useful when adding multiple transactions for the same group of clients, employees, etc.

To add multiple records:

1. Select the + in the top left corner of the screen.

   

2. Click on the caption of the data property you want to set multiple values for and select Multiple.

   

3. Click on the button to select the values.
   

   The One of window will open in a pop-up window.

4. Select or enter the values and click Save.

   
   

   The window will close and the number of values selected will appear on the button.

5. Select Save.

   A confirmation message will appear showing the number of new records that were added to the database.

   

   And, you will return to the index screen.

   

• ZendeskFramework.5.log-1626795242.zip3 KB