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 for a value within a column in your dataset, identify all instances of that value, and replace them individually or in bulk. Find & Replace () is available on all columns in a dataset.

To use Find & Replace:

1. Click Find & Replace () to open the Find & Replace form.
   
    
2. Enter a value in the Find field to show the count of matches found, with arrows to navigate to each matched cell.
   
   
    
3. Optionally enter a new value in Replace With to replace one or multiple existing values.
    
4. Click Replace to replace the single selected cell value, or click Replace All to replace all found matches.

You can find all your replacements in the Recent Changes list, which displays changes for the current user session in the platform. Each action is stored in Recent Changes and you can undo any action by clicking UNDO. Note that the list of Recent Changes DOES NOT persist after a hard web page refresh or after you've navigated to another web page. 

Related Articles

• Training in Claravine Academy: User 102: Submissions