Record Type Bulk Field Updates

To update the record type fields in bulk, follow the steps below.

  1. Select a record category i.e., Incident, CAPA and Action Item, etc., expand the parent and sub-folders, and select the desired record type.

  2. Click on the Bulk Fields Update tab and check and/or uncheck the Required or Visible checkboxes to control the fields' visibility and click on the Save button.