Merge records in spreadsheet-based data entry view

This article describes how to merge Records in the spreadsheet-based data entry view of a Form.

When you select multiple Records in the spreadsheet-based data entry view of a Form, you have the option to merge the selected Records into one main Record.

To do so, follow these steps:

1. Navigate to the Database that contains the Form you wish to edit Records in.
2. Select the Form.
3. Click on the first Records you wish to remove, then:

• Select a group of Records placed the one below the other, hold down the SHIFT button (Windows and Mac) to select them.
• Select various Records shown on the Table View, hold down the Ctrl button (Windows) or the Command button (Mac) and click on every Record you wish to delete.

4. Click “Merge records.”

5. Review all the Fields in the Form, and click “Mark as resolved” when the issues are fixed.

6. For Fields marked as Unique, you can only have one entry for each Field. Select the value you wish to keep.

2. For Fields marked as Required, you may include multiple the values, or choose to replace the value suggested by the system.

3. When merging Records with Multiple-selection Fields that contain different values, select all the values to include.

4. Click “Merge Records.”

5. The Records have been merged. In the Audit log, this action shows up as one deleted Record without the possibility to revert the deletion, and one merged Record (that received the information from the deleted Record).