Bulk Apply Action Buttons
- Former user (Deleted)
- Rebecca David
- Jane Padgett
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 Modify a Saved Search | Add a Tick Box 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 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 Apply Select Values Using a Dashboard
Select the forms to update.
Click on next.
On the next screen select the user field you want to bulk assign a value to.
Select the value to apply to the selected forms.
And then click next.
Review the confirmation and then click on Submit
