Have you ever needed to update a field on a set of records shown in a List View control of a Form Based App? Navigating to and updating each individual record could be very time consuming.
We’ll show you how to do it swiftly from the List View control provided it is using AgilePoint Data Entity as a data source. The reason this feature is not made available to external data sources like Salesforce or SharePoint at this time is because a user can edit dozens of records and saving them in one go will be subject to performance of the API of that third party system. Since Data Entity is our inbuilt data source and the most commonly used one among the customer base, we have already optimized API for best performance in bulk edit experience. This might change in future if we find third party system APIs come up with fast performing endpoints for batch operations.
Before we start, there are a few items we need to check off to make sure we can take advantage of this functionality.
We’ll be using a list view to edit your records. As a best practice, you should create a list view that is filtered to contain the records that you want to update. I had covered this in one of my blog post couple of years back.
Lets look at how to configure and use this feature for your Form Based Apps created against a Data Entity data source.