Files
help365/platform/mass_actions.html
koziavin 00717a92fb
All checks were successful
Deploy Static Site / deploy (push) Successful in 6m6s
update
2025-05-29 16:42:45 +04:00

215 lines
22 KiB
HTML
Raw Blame History

This file contains invisible Unicode characters

This file contains invisible Unicode characters that are indistinguishable to humans but may be processed differently by a computer. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="en">
<head>
<title>Bulk actions</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="Once the administrator has enabled and customized bulk actions, users will be able to apply them on the app page." />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
<link rel="stylesheet" href="./jquery-ui.min.css" />
<link rel="stylesheet" href="default.css" />
<link rel="stylesheet" href="./search-yandex.css" />
<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
<script type="text/javascript" src="highlight.js"></script>
<script type="text/javascript">
$(document).ready(function(){highlight();});
</script>
</head>
<body>
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
</label>
<input class="search-form__submit" type="submit" value="Submit">
</form>
</div> -->
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
<div class="hero__search">
<a href="#" id="search-icon" class="hero__search-icon">
<img src="search-icon-white.svg" alt="search string">
</a>
<a href="#" id="side-menu-icon" class="hero__side-icon">
<img src="side_menu.svg" alt="side menu">
</a>
</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
</div>
</div>
</header>
<main class="main container">
<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
<div class="sidebar__wrapper" id="side-menu">
</div>
</aside>
<article class="article" id="article">
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p>Low-code designer &gt; <a href="360006963072.html">App</a> / Bulk actions</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Bulk actions</span></h1>
</div>
</header>
<section class="article__content">
<div class="scroll-top-inner">
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Once the administrator has <a href="enable-mass-actions.html" class="topiclink">enabled and customized bulk actions</a>, users will be able to apply them on the app page.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">For example, they can bulk delete all the contracts that they no longer need or change the status of selected documents. Moreover, the user can start a business process for a group of app items, for example, assign the employee responsible for all orders received from the customers.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">Bulk actions can only be used when the items are displayed in the <a href="360009923311.html#table" class="topiclink">table</a> view.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Use bulk actions</span></h2>
<p style="line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-family: Inter;">To</span> enable bulk actions:</p>
<ol style="list-style-type:decimal">
<li value="1" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">In the upper right corner of the app page, select the table display mode <img alt="clip0227" width="25" height="23" style="margin:0;width:25px;height:23px;border:none" src="clip0227.png"/>.</li><li value="2" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">Check multiple items.</li><li value="3" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">To select all items visible on the page, check the <span style="font-weight: bold;">Name</span> box. To apply the action to all entries created in the app, in the appeared window, click <span style="font-weight: bold;">Select All Items</span> and confirm the action.</li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 7px 48px;"><img alt="bulk_action_01" width="862" height="474" style="margin:0;width:862px;height:474px;border:none" src="bulk_action_01.png"/></p>
<ol style="list-style-type:decimal">
<li value="4" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">Click on the <span style="font-weight: bold;">Selected Items</span> button that appears in the upper right corner.</li><li value="5" style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;">Select one of the available bulk actions from the list: <span style="font-weight: bold;">Edit</span>, <span style="font-weight: bold;">Delete</span>, <span style="font-weight: bold;">Restore</span>, <span style="font-weight: bold;">Change Status</span>, <span style="font-weight: bold;">Start</span> <span style="font-weight: bold;">Process</span>.</li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 7px 48px;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<h3 class="p_Heading3"><a id="edit" class="hmanchor"></a><span class="f_Heading3">Bulk edit</span></h3>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Selecting the </span><span style="font-family: Inter; font-weight: bold;">Edit</span><span style="font-family: Inter;"> action will open the bulk editing form customized by the administrator.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">The right panel of the form displays a list of all selected items. By clicking on the trash can icon next to the item name, you can remove it from the editing list.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">The fields on the form will be empty. You can apply the following actions to the fields:</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><img alt="bulk_action_02" width="858" height="389" style="margin:0;width:858px;height:389px;border:none" src="bulk_action_02.png"/></p>
<ul style="list-style-type:disc">
<li class="p_Normal" style="line-height: 1.43; margin-top: 7px; margin-right: 0; margin-bottom: 0;"><span style="font-size: 15px; color: #394149;">Specify a new value to be displayed in all selected items.</span></li><li class="p_Normal" style="line-height: 1.43; margin-top: 7px; margin-right: 0; margin-bottom: 0;"><span style="font-size: 15px; color: #394149;">Select the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Leave unchanged</span><span style="font-size: 15px; color: #394149;"> option to save the current value in the field.</span></li><li class="p_Normal" style="line-height: 1.43; margin-top: 7px; margin-right: 0; margin-bottom: 0;"><span style="font-size: 15px; color: #394149;">Enable the </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Clear</span><span style="font-size: 15px; color: #394149;"> option. Then the field will become empty for editable items.</span></li></ul>
<p class="p_Normal" style="line-height: 1.43; margin: 7px 0 0 0;"><span style="font-size: 15px; color: #394149;">After having filled out all the fields, click </span><span style="font-weight: bold; color: #394149;">Save</span><span style="font-size: 15px; color: #394149;">. </span></p>
<h3 class="p_Heading3"><a id="delete-restore" class="hmanchor"></a><span class="f_Heading3">Bulk delete/restore</span></h3>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Select all the items you want to delete and click </span><span style="font-family: Inter; font-weight: bold;">Selected Items &gt; Delete </span><span style="font-family: Inter;">and in the top right corner, click </span><span style="font-family: Inter; font-weight: bold;">Removed</span><span style="font-family: Inter;">. Select the items you want to restore and click </span><span style="font-family: Inter; font-weight: bold;">Selected Items &gt; Restore.</span></p>
<h3 class="p_Heading3"><a id="change-status" class="hmanchor"></a><span class="f_Heading3">Bulk change status</span></h3>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">If <a href="360009920611.html" class="topiclink">statuses</a> are set up in the app and users are allowed to change them manually, the </span><span style="font-family: Inter; font-weight: bold;">Change Status</span><span style="font-family: Inter;"> button will become available in the bulk action menu.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">When you click this button, a window with three tabs will open:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">All items.</span><span style="font-family: Inter;"> This tab is active if it is possible to change the status of all selected items. For example, if the </span><span style="font-family: Inter; font-weight: bold;">Next</span><span style="font-family: Inter;"> option is selected for all statuses these items are currently assigned, their statuses can be changed to a subsequent status you select in the drop-down list. In other cases, this tab will be inactive, and the default tab will be </span><span style="font-family: Inter; font-weight: bold;">By status</span><span style="font-family: Inter;">.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">By status</span><span style="font-family: Inter;">. On this tab, items are grouped by status. You can select a new status for each group of items from the drop-down list.</span></li></ul>
<p style="line-height: 1.20; margin: 7px 0 7px 0;"><img alt="clip0059" width="466" height="352" style="margin:0;width:466px;height:352px;border:none" src="clip0059.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: Inter; font-weight: bold;">Each item. </span><span style="font-family: Inter;">This tab allows you to change the status of each selected app item separately.</span></li></ul>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">When you finish changing statuses, click </span><span style="font-family: Inter; font-weight: bold;">Save</span><span style="font-family: Inter;">.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">When modeling a business process, you can also configure automatic assignment of a certain status to several app items. To do this, use the <a href="360012263332.html" class="topiclink">Manage Status</a> block.</span></p>
<h3 class="p_Heading3"><a id="start-process" class="hmanchor"></a><span class="f_Heading3">Bulk start a business process</span></h3>
<p style="line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-size: 13px; font-family: Inter;">To run a process instance on the selected items, click Selected Items and select the button configured by the administrator.</span></p>
<p style="line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-size: 13px; font-family: Inter;">Please note a single process instance is started with all selected items. To run separate subprocesses for each checked item, the system administrator needs to <a href="enable-mass-actions.html#cycle-subprocesses" class="topiclink">configure a cycle</a>.</span></p>
<div class="bottom-nav">
<a id="prev-link" class="topic__navi_prev" href="enable-mass-actions.html">
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
class="bottom-nav__link">enable-mass-actions.html</span>
</a>
<a id="next-link" class="topic__navi_next" href="360009705932.html">
<span class="bottom-nav__link">360009705932.html</span> <span
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
</a>
</div>
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
</section>
</div>
<aside class="article__sidebar" style="display:none">
<input type="checkbox" />
<div class="article__arrow"></div>
<div class="table-of-contents elma365-right" id="toc2Content">
<h3 class="h3-toc">In this topic</h3>
<nav id="toc2"></nav>
</div>
</aside>
</div>
</article>
</main>
<footer class="footer">
<div class="footer-container">
<div class="footer-mobile">
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
</div>
<div class="footer-wrap">
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
<div class="footer-flex-b">
<span class="footer-copy">&copy; 2025 BRIX</span>
<ul class="footer-list">
<li class="footer-item">
<a href="#" class="arrow-top" style="display: block;"></a>
</li>
</ul>
</div>
</div>
</div>
</footer>
<iframe name="hmnavigation" style="display:none!important"></iframe>
<script src="./jquery-ui.js"></script>
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
<script src="./jquery.tocify.min.js"></script>
<script src="./TypoReporter.min.js"></script>
<script src="./google-search.js"></script>
<script src="./main.js"></script>
</body>
</html>