How to Edit Multiple Records (Grid Edit)

Grid Edit is a powerful tool in SAM. Grid Edit will allow you to directly edit information as it is displayed on a table.

  1. Navigate to a table that you would like to Grid Edit.
  2. Use the search box located above the table to narrow down to the particular records you wish to edit.
  3. Once narrowed, click on the Grid Edit button located near the top-right corner of the screen (next to the green “+ New …” button).
  4. Once selected, the current table should become editable.
  5. To save your changes, click on the Apply Changes or Save button to save your changes.

You can also use Grid Edit to add new records. When you are on Grid Edit, you will notice that the very last blank row is also editable. If you populate this row with information and save, SAM will automatically save this row as a new record.