Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

If enabled , tool to Bulk update the status of the forms related to it.

Configure the Toolbar

1. Go to Configure then Document types.

2. Select the Document type you want to configure this option for.

3. Tick the Bulk Update Status for Linked docs button. (You can customize the name of the button if required).

Image Removed

4. This adds the option to the Toolbar as shown below.

Image Removed

Bulk Update Status of Linked Forms

1. To Bulk update the status of items by your administrator, you will have access to a Bulk Update the Status for Linked Forms tool.

To bulk update the status of linked forms:

1.  Go to the required form.

2. Click on the ... Button, then Bulk Update Status for Linked Docs.

Image RemovedImage Added

3. You will be shown a list of the Form types linked.

Image RemovedImage Added

4. Select the form type you would like to Bulk bulk update.

5. It will then list the forms with their current status.

6. Select the status you would like to change the forms to and click Update.

Image RemovedImage Added