Bulk Actions Last updated : 3rd December 2025 Within a Landing Page view, you can apply a change to the records in the view by using the Bulk Actions functionality. This can be all records, or a subset which have been defined by applying Continue Reading
Edit Grids Last updated : 20th February 2026 Edit Grid Overview To make editing lots of records of the same type quicker, on a Landing Page you can activate ‘Edit Grid’ and carry out inline editing of your data. This is only available within the Continue Reading
Exporting Data Last updated : 14th January 2026 Workbooks enables you to export data from Workbooks grids in a format that’s compatible with Microsoft® Excel™ or in CSV format. In order to perform an export, you must have been granted the appropriate Export Capability, which Continue Reading
Exporting to MS Excel Last updated : 7th November 2024 Workbooks can export data in a format compatible with Microsoft® Excel™. Note that it is not compatible with most other spreadsheet software such as Google Spreadsheet and the Open Office spreadsheet (‘Calc’) – for these applications Continue Reading