Bulk Carry Forward

Bulk Carry Forward is an enhancement of the Carry Forward button that enables users to carry forward multiple records simultaneously. This functionality allows the creation of several collection objects with sequential catalog numbers and prefilled values derived from the initial record. Currently, bulk carry forward can only be utilized to generate a predetermined number of records through auto-numbering, and no range can be selected among existing catalog numbers.

This option is exclusively available for the ‘catalog number’ field in Collection Object records.

The catalog number field must be formatted as auto-incrementing for this feature to be used.

Data Entry

Once you access the data entry form for a new collection object, you can open the Form Meta menu by clicking the :gear_: (gear) icon located in the upper right corner of your form.

To view the ‘Show Bulk Carry Forward count’ checkbox, the ‘Show Carry Forward button’ must be selected. With both options enabled, it becomes possible to utilize bulk carry forward.

Configuration

To configure which fields and relationships will be bulk carried forward, click the gear icon adjacent to the ‘Show Bulk Carry Forward count’ checkbox.

This process mirrors the ‘Carry Forward’ configuration, where each non-unique field and relationship features a checkbox that can be selected or deselected to customize what will be carried forward. Additionally, there are Select All and Deselect All buttons, along with the Reveal Hidden Form Fields checkbox at the bottom of the dialog.

Some relationships also include a gear icon next to them, indicating that these can be customized as well. This allows you to specify which fields should be carried forward within a subview, if applicable.