Editing Data

Overview

Find the submission data you want to edit or update - either from the Dataset or the Submissions menu. 

📌  We strongly recommend using the Dataset View to edit submission data rather than editing the submission directly. The Data tab for a Dataset displays the most current version of row data, and that means less potential overwriting and errors.  A submission, on the other hand, represents a snapshot in time of the data.

If you need a reminder about the Dataset, please read the Dataset View Overview support article.

Tips and Information

• Editing a submission will not change your Pattern (aka tracking code/CID/campaign code/key/UTM ID). If your Pattern needs to be changed, create a new submission.
• Shortened links using Bit.ly will continue to redirect to the original link. 
• Click to change the row height to Compact, Medium, or Large. 

Edit a Submission Name

Editing the submission dataset allows you to rename the Submission Name. 

Edit Data

A submission is a point-in-time snapshot of your data. If you select rows inside a submission and click Edit # Rows, you are editing that snapshot; not the most current data in the Dataset. For this reason, we strongly recommend editing from the Dataset view, which always reflects the latest data and avoids potential conflicts.

Edit in Dataset (Recommended)

When you open a submission, you will see two options:

1. Edit in dataset (primary button) — opens the Dataset view pre-filtered to this submission's rows, ready for editing.
2. Open dataset (secondary button) — opens the full Dataset view without a filter applied.
   To edit using the recommended workflow:
   1. Select the rows and click the Edit in Dataset button.
   2. Make the necessary corrections to the selected fields and click Submit.
   3. Claravine will send the updated information to your downstream targets and you will receive a confirmation email with the submission CSV file attached.

Editing Directly in the Submission (not recommended)

If you prefer to edit within the submission itself, select the rows you want to update. The edit button will read Select rows to edit until rows are selected, at which point it becomes active. 

Keep in mind that this approach edits the submission snapshot and may not reflect the most current data in the Dataset.

Edit in Bulk

Instead of opening and editing every individual submission, let's be faster and edit in bulk from the Dataset!

1. In the Dataset view, use the Filter to find all rows that contain the old/wrong/out-of-date value.
    
2. Check the top box to select all rows (the browser will select data in 3,000-row batches).
    
3. Click Edit # Rows.
    
4. The page refreshes with those selected rows and gives you the chance to change that value in bulk, click Submit!
    
5. Go back to the Dataset and edit the next 3,000 rows.

Find & Replace

Use Find & Replace to search a column for a value, or for empty cells, and replace the matches one at a time or all at once. Find & Replace () is available on every column when you create a new submission or edit existing data.

To use Find & Replace:

1. Click Find & Replace () on the column you want to search.
2. Enter a value in Find. Note: The counter next to the Find label shows the current match and the total or 0 when nothing matches. Use the up and down arrows to move between matches.
3. Optional: Check Match case to match capitalization exactly. Match case is available on all field types except  list columns.
4. Optional: Check Find empty cells to find blank cells and fill them in one step. A cell counts as empty only when its row already has at least one value, so unused rows at the bottom of the sheet are ignored. While this box is checked, the Find field and Match case are turned off.
5. Enter the new value in Replace with.
6. Click Replace to update the selected match, or Replace all to update every match.

List and multi-select columns

• On list columns, Find and Replace with are dropdowns. Type in either field to filter the values.
• Find matches whole values only. For example, searching for "Avalon" will not change a cell that contains "Avalon Bay".
• Replace with accepts only values from the list. If you type a value that is not in the list, a message tells you so, and Replace and Replace all stay disabled until you pick a list value.
• In multi-select cells, replacing a value with nothing removes only that value from the cell. The remaining values are saved in alphabetical order with duplicates removed, the same way the multi-select picker saves them.

Cells that are skipped

• Read-only (locked) cells are never counted or changed.
• Replacing a value with the same value does nothing and does not appear in Last changes.

Review and undo changes

Each replace appears under Last changes with the value you searched for, the new value, and the number of cells changed (for example, apple ⇄ banana · 3 changes). Repeating the same replace adds to the same entry. A blank value shows as an Empty tag.

Click Undo on an entry to reverse it. If you edited any of those cells by hand after the replace, Undo leaves them as they are and a note shows how many cells were not undone. Undo still works after rows are added, deleted, or sorted.

Closing the window clears Find and Replace with but keeps your Match case setting and Last changes. Last changes covers your current session only and clears after a hard page refresh or when you navigate to another page.

Related Articles

• Training in Claravine Academy: User 102: Submissions

Updated October 30, 2026 15:44