Editing records
The View tab of the Participants activity allows you to change the value of any field in a participant record, with the exception of the Id field. In addition to editing individual records, you can also edit multiple records simultaneously, in which case any changes that you make are applied to all the records that you chose to edit.
To edit a record
1 On the View tab, select the check box on the left of the record that you want to edit.
2 Click the Edit icon
in the top-right corner of the list of records.
The Edit dialog opens.
Note When you click on a field, the information pane at the bottom of the Edit dialog tells you whether the corresponding column in the sample table is a text column, a numeric column, or a date column. The information pane also shows the minimum and maximum values for numeric columns, and the maximum length for text columns.
3 Change any of the values to new values.
If you change a date field, the new value must be in one of three formats: yyyy-mm-dd, yyyy-mm-dd:hh:mi, or yyyy-mm-dd hh:mi:ss. If you specify only the date, a time of 00:00:00 is assumed.
If you change the PhoneNumber field and your project uses modems or an autodialer to dial participants’ phone numbers, make sure that the new phone number is in the correct format and does not contain any invalid characters. For more information, see
Mapping fields to required columns in the sample table.
4 If a field contains a value, but you want the field to be empty, select the check box to the right of the field, under the heading Set to Empty.
Note The information pane at the bottom of the Edit dialog tells you what value will be used if you select Set to Empty.
5 When you have finished making your changes, click OK.
The list of participant records refreshes to show your updates.
To edit multiple records
If you select to edit all records, and the records span multiple pages, you are provided the option of editing all records on the current page or all records on all pages.
1 On the View tab, select the check box of every record that you want to edit. Alternatively, if you want to edit all the records, select the check box on the left of the field names.
2 Click the Edit icon
in the top-right corner of the list of records.
The Edit dialog opens. Values are shown in the dialog only when the value is identical for all the records that you selected. If a value is not shown, it might indicate that the records have different values or that the field is empty in all the records that you selected.
3 If you only want to edit the records on the current page, select Apply edits to current page of records. If you want to edit all records on all pages, select Apply edits to all records returned by current filter. Make your changes and click OK.
See also