Edit and Bulk-edit data

Powertable sheet allows you to edit and update the database directly from the table interface. Changes made to records are synced with the source in real time, enabling you to maintain accurate and up-to-date data.

Powertable provides the following editing and bulk editing capabilities:

• Update records directly from the table or through the form interface.
• Edit and delete multiple records simultaneously to streamline data management.

Bulk editing in powertable helps maintain data consistency and reduces the time and effort required for repetitive data updates.

In this article, you learn how to edit individual records as well as perform bulk edits in powertable sheets.

Edit data in a table#

To edit data directly in a table:

1. Double-click the cell that you want to modify, edit the existing value, and then press Enter.

2. Changed cells are highlighted, and the Save to Database, Preview Changes, and Discard Changes options become available.

3. Choose how you want to proceed with the edited value:
   • Select Save to Database to save the changes to the source database.
   • Select Discard Changes to revert any unsaved changes.
   • Select Preview Changes to review the modified records and compare the old and new values before saving.

The Preview Changes window displays all pending changes, including added, updated, and deleted records.

Edit using a form interface#

You can also edit a row using the form interface.

To edit a row using a form:

1. Select the row that you want to edit and go to Manage Record.

2. A side panel opens with the Form Editor, where you can modify the required fields for the selected row.

3. Optionally, select Customize Form to customize the form as per your requirements.
4. After making the changes, select Apply to save them.
5. Changed cells are highlighted. Select Save to Database to save the changes, Preview Changes to review the modified records, or Discard Changes to revert them.

Bulk-edit data#

Many applications allow only single-row operations, such as inserting, updating, or deleting one row at a time. Powertable sheet provides the bulk-edit feature that enables you to edit or delete common attributes across multiple records simultaneously.

Bulk editor

To edit multiple cells:

1. Select the required rows. To select all rows in the table or clear the selection, select the row selector in the table header.
2. Select the Bulk Edit option that becomes available after selecting more than one row.

3. In the Bulk Edit side panel, select the required field to edit and the type of action to perform.

Under Action,

• Select Clear cell contents to remove the existing value.
• Select Set cell value to update the existing value or enter a new value.

• For text fields, choose Append Value to add text before or after the existing value using Prefix or Suffix.

  

In this example below, the ProductSKU field is appended with the specified suffix.

• For number fields, select Offset Value to increase, decrease, multiply, or divide the existing numeric value by a specified offset.
  

  

In this example, the ProductPrice field is multiplied by two for the selected rows.

4. Select Add Action to configure additional field updates, and then select Apply after configuring all required actions.
   

   

5. Select Save to Database to save the changes.

Bulk-edit using form interface#

You can also perform bulk edits by using the form interface. This method allows you to update multiple fields across the selected rows at the same time.

Tip

Forms allow you to quickly edit multiple field attributes all at once. In Bulk Edit, you need to select Add Action for each field you want to change.

To perform a bulk edit using a form:

1. Select the required rows and go to Manage Record.
2. A side panel opens with the Form Editor, where you can modify the required fields.

3. Select Apply to update the selected rows.
   

   

The values in the ModelName and ProductColor fields are updated to Racing Socks and Yellow, respectively.

Find and replace data#

Use Find and Replace to quickly locate specific values in a table and replace them with new values. This feature is useful when you need to update recurring values across multiple records.

To find and replace values:

1. Select Find and Replace option above the table.
   

   

   The Find and Replace window opens, as shown below.

   

2. In the Find box, enter the value to search for.

3. Optionally, select a specific column from the Column dropdown. To search across all columns, keep the default selection, All.
   

   

4. Select:

   • Match Case to perform a case-sensitive search.
   • Match entire cell contents to match only cells whose contents exactly match the search value.

   

5. In the Replace With box, enter the replacement value.
   

   

6. Select Find All to view all matching results.
   

   

7. Use Find Next or Find Previous to navigate through the matching records.
   

   

8. Select Replace to replace the currently selected match, or Replace All to replace all matching values.
   

   

After the replacement is complete, the modified cells are highlighted. Select Save to Database to save the changes, Preview Changes to review them, or Discard Changes to revert them.

Tip

Use the Column dropdown to limit the search to a specific column and reduce the number of matching results.

View change history#

Select the History tab in the form editor panel to view the history of changes made to the selected records. The history includes information about the type of change, the row and column names that changed, who made the change, when it was made, and the values that were modified.

The same information is also available in Audit Logs, which provide more detailed tracking information.

• The audit log includes additional details such as action type, transaction ID, source type, modified columns, new and old values, approver name who approved the change and the date and time of approval.
• Switch between the following views to audit the changes in specific areas:
  • Data - Displays changes made to data values.
  • Access - Displays changes made to access permissions.
  • Table - Displays changes made to the table structure.
• Use Refresh to retrieve the latest logs.
• To export logs, use Download Logs.
• You can also undo any active changes by selecting Revert Changes without saving them to the database.

• Filter logs by using the available filtering options:

  • Use All Users to view changes made by specific users.
    

    

  • Select a time range to view logs within a specific period.
    

    

  • Use the Filter pane to filter logs by Action, Approved By, Modified Column, and Transaction ID.
    

    

Export history#

In addition to viewing and tracking the history of changes, you can export them by using the Export option. Audit logs are exported in Excel (.xlsx) format.

To export the change history for the selected rows:

1. Select History > Export.
   

   

2. The Export Audit Logs panel opens, where you can configure the export settings.
   

   

3. Choose the time period from which you want to export the logs. By default, Last 30 Days is selected. You can also select Custom Date Range from the dropdown list and specify the required start and end dates.
   

   

4. The Download File option is selected by default. Select Export to generate the audit log file.

5. After the file link is generated, right-click the link and save it to your local system.