Change relationships of many records

Use this when several records need the same connection changes. See Changing many records and Relationships.

1. Select records in an editable collection and choose Change relationships. Select the relationship’s pill. Only relationships allowed for that record type appear; parent and owner connections are managed elsewhere.
2. Choose the offered action. Add adds the ticked records; Remove removes those ticked. Replace with makes the ticked records the complete set. Set to chooses the one record for a single-valued connection. Clear removes the set where optional. Required connections cannot be removed or cleared.
3. Search and tick the other records. Remove lists records the selection already holds and how many hold each. Add marks connections already held. Candidate rules may limit this list; read its explanation if an expected record is missing.
4. Read the number of changes. If it exceeds the deployment limit, reduce the selection or split the work. Choose Change the rest or, where available, Change none.
5. Choose Preview. Review additions, removals, unchanged connections and refused records. Use Back to revise, or Apply to proceed.
6. Read the actual result. Connections changed since preview are refused, preserving the newer work. Use Preview again after checking them, then Done.

The fields on each connection are not changed here. Open the record’s relationship panel to edit those fields. A replace operation removes connections you leave unticked, so review the whole chosen set before applying.