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Create a Blank Record
Catalog a Single Record
Catalog Multiple Records
Clear Data in Multiple Records
Edit All

Create a Blank Record

To create a blank record:

  1. Select the options menu in the upper right corner and select Create New Records.
  2. Input how many blank records you would like to create then select Create Record(s).
  3. You will receive a confirmation message and from here you can Edit, Export to Excel, or Close the window.

Catalog a Single Record

To catalog or edit a single record:

  1. Double-click the item within the item panel to open the edit tab. You can also select the item in the item panel and then select Edit Selected from the actions menu or right click on the selected item. The item will open as a new edit tab.
  2. Select a cataloging screen by clicking the name of the screen above the fields.
  3. Begin cataloging the data based on the available field types according to their labels.
  4. Continue cataloging the fields with data by using your mouse to place the cursor, or by using the tab key to move between fields. When you are finished editing the record, click Save or use Ctrl + S (Command + S for Macs) to save the record.
  5. If the record is ready for publishing, click the Publish to make  the item available to end users.
  6. If you do not intend to publish the record yet, you may close the record by clicking Save & Close.
  7. If you do not want to close the record, you can use the navigation arrows at the top of the edit tab to move to the previous or next record.

Catalog a Single Record

To catalog or edit multiple records:

  1. Select multiple items in the item panel by checking the box to the left of the thumbnail. You can select items in a range by holding Shift then clicking. Holding Ctrl or Command for Macs and clicking will add to your selection. Select Edit Selected from the actions menu or right click on the selected items. The items will open as a new edit tab, which shows the available cataloging screens and the fields of the default screen. It will also display the thumbnail images and SSIDs from all the items you selected to edit where the image viewer normally appears on the right.
  2. By default, values entered in the fields will be applied to all items you have selected to edit. If the items already contained text, fields that contain different data will show “Multiple values” in grey-text. Entering data in these fields will overwrite the data across all items.
  3. You may edit individual items within bulk edit mode by selecting its thumbnail from the right. The text above the thumbnails will reflect the number of items you have selected to edit. To return to editing all items, click Select All found at the bottom.
    • Bulk editing records with different values in Boolean type fields will default to False in the bulk display, but selecting and deselecting individual thumbnails will display the correct value for that single record.
  4. Select a cataloging screen by clicking the name of the screen above the fields.
  5. Just as in cataloging a single item, begin cataloging the data based on the available field types according to their labels.
  6. Continue cataloging the fields with data by using your mouse to place the cursor, or by using the tab key to move between fields. When you are finished editing the records, click Save or use Ctrl + S (Command + S for Macs) to save the item.
  7. If the records are ready for publishing, click the Publish to make the items available to end users.
  8. If you do not intend to publish the items yet, you may close the records by clicking Save & Close.

Clear Data in Multiple Records

To delete field data for multiple items in the edit tab:

  1. Select multiple items in the item panel by checking the box to the left of the thumbnail. You can select items in a range by holding Shift then clicking. Holding Ctrl or Command for Macs and clicking will add to your selection. Select Edit Selected from the actions menu or right click on the selected items. The items will open as a new edit tab, which shows the available cataloging screens and the fields of the default screen. It will also display the thumbnail images and SSIDs from all the items you selected to edit where the image viewer normally appears on the right.Select the iteSelect multiple records by holding shift, control, or command and clicking the desired records, then click Edit in the Selection Options menu.
  2. Input CLEAR into the field in which you want to delete the data, then select Save or Save & Close. The field with CLEAR inputted will now have no data values in any of the edited items.

Edit All

You can edit all the items in a project, set, or saved filter by selecting the actions menu and then Edit All. Remember that any data entered where it shows “Multiple Values” greyed out in a field will be overwritten if you type new data in the field. It’s generally not recommended to use “Edit All” unless you are adding text to a new field, or correcting the text of a field that possesses the same data across records.