Bulk Apply Action Buttons

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