The multi-select functionality allows you to quickly and easily select individual items from a List screen and perform the same task on all the records at once.
Using the multi-select options, described in the table below, you can select individual records in a list, all records on the screen, or all records across all pages, and then perform the same action on the selected records, using the task buttons at the bottom of the screen. The counter below the list shows how many records are currently selected from the total number of records.
For example, on the Transaction List screen, you can select multiple transactions to review or approve, export to a file, or change the accounting codes through a mass update. You can also use the multi-select feature to limit the number of records when using the previous/next feature.
Option |
Description |
|---|---|
Select All |
Click this button to select all records across all pages of the list. Note: If you select all records and move to another page without taking action, your selections will be lost. |
Deselect All |
Click this button to deselect all selected records across all pages of the list. |
Header check box |
Mark the check box in the header row to select all records on the current page. Clear the check box to deselect all selected records on the page. |
Individual check boxes |
Mark the check box next to each record you want to select. Clear the check box for each record you want to deselect. The number of records displayed per page is controlled by a setting in your profile. To change this setting, see Customizing Your Screen View. You cannot manually select individual records across pages. |