Global Updates

Copy a field value to other field(s)

For these two updates, you need to be looking at a set if records in Mimsy's grid view (rather than form view)

Copy the field value from the previous record

• Make sure the cursor is in the appropriate field in the record you wish to copy the data into.

• Either press F3 or from the menu at the top of the record, go to Field > Duplicate Field

Copy the field value from one record to multiple records

• Make sure the cursor is in the field you want to copy the data from.

• Either press CRTL+SHIFT+F3 or, from the menu at the top of the record, go to Field > Duplicate Field to Set

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Update the value of a flexi-field and update other flexi-fields with the same value

This change will update an existing flexi-field (using find & replace) and copy that change to all other flexi-fields in your set of records (those that display in grid view)

The update runs across all flexi-fields in all records. Thus it will modify multiple rows in the same parent flexi-field, if they contain the same data

• Compile the list of records you wish to edit in the grid view

• Open the flexi-field and click in the field that you wish to update. The current value will be used as the criteria in the "find" clause.

• Press CTRL+ALT+F3 or, from the menu at the top of the record, go to Field > Update Field in Set.

• A pop-up window will ask if you wish to continue and state the value that is to be changed in the Find & Replace. Select Yes.

• In the example above, any Legal_Status flexi field containing the value "Owned by Wellcome" will be changed to the text added in the next dialogue box.

• Add the new value you wish to replace the existing value with (i.e. the "replace" in Find & Replace). Select OK.

  
• The function will run and a dialogue box will state how many records have bene updated.

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Create a new flexi-field in multiple records (containing the same value)

• Compile a list of records you wish to edit in the grid view.

• Open the relevant flexi-field you wish to create a record in. Click underneath the column heading and select F12 or, from the menu at the top of the screen, go to Record > Create Flexi Record.

• Add data to the relevant fields in the flexi record.

• Once complete, making sure the cursor is in the flexi-record, press F4 or, from the menu at the top of the record, go to Record > Duplicate Record