Bulk Apply Action Buttons
- Former user (Deleted)
- Rebecca David
- Former user (Deleted)
- Former user (Deleted)
You can bulk apply an action button to multiple forms using a:
- Saved Search
- Dashboard
Bulk Apply Action Buttons Using a Saved Search
To apply an action button in bulk via a saved search you first need to add the tick box column to the saved search. Refer here for more information.
Then select the forms you wish to apply the bulk action button to
Then select the Bulk Apply Action Button from the Tools menu
The screen will now display all the available action buttons for the forms you have selected
They will be grouped by the action button. It will also list which forms will be updated if you picked a specific action button
Select the action button you wish to apply. Then click next
Review the confirmation then click on Submit
Bulk Apply Action Buttons Using a Dashboard
In a Dashboard list, you will see the Bulk Apply Action button options
When you pick the Bulk Apply Action Buttons option you will be able to tick the forms you wish to update, then click next
From here you can pick the Action Button you wish to apply in bulk and update your forms
Bulk Assign Action Button Values
From a Dashboard list, select the Bulk Assign Action Button Values option
Then pick the forms you wish to update and then click Next
On the next screen select the Select Action Button you wish to apply
Select the value you wish to apply to the forms you picked
And then click next
Review the confirmation and then click on Submit