A bulk action is the means to make changes to lists of data, such as selecting multiple routines to generate tasks from, or sending notifications to multiple recipients. This article covers how to perform bulk actions, where they can be performed and what can be applied as a bulk action across various parts of Uptick.
Performing a bulk action
From any page where a bulk action is supported, the best practice is to do the following:
Search and apply filters to get a specified listing for all the items that will have the bulk action applied.
Click the tick-box at the top of the listing to select everything on the current page
Click Select all (x) (item) to select everything across all pages, where x is the total number of items to be selected and item is the object being listed (i.e. if on the tasks page the item will be tasks)
Click Edit (x) (item)
A window will appear where you can select the changes to apply, then click Apply changes.
Where bulk actions can be performed
This table outlines all the areas where bulk actions are possible, which actions can be applied and how to navigate to them.
Some of these are areas or bulk actions are only available if the appropriate extensions are enabled.
Items that can be bulk updated | Bulk actions/changes that can be applied |
Tasks |
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Defect Quotes |
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Service Quotes |
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Clients
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Users
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Invoices
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Billing Cards
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Billing Contracts
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Properties
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Assets
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Routines
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Routine Services Apply changes to routines on properties
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Routine Service Levels Apply changes to the service levels of routines on properties
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Keys and Equipment
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