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Adapt Apps Tips: Bulk Item Edit
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Update The Stage Of Multiple Items Using Bulk Item Edit
Last updated :
4 min
Bulk item edit allows you to move multiple item along their timelines all at the same time. Whether it's for timesheets, registration forms or quotes, Bulk Item Edit will help you save time and get things moving.
Updating multple item using Bult Item Edit
Watch the video guide or follow the steps below on how to edit multiple items with the Bulk Item Edit.
Navigate to your Data View
From the dashboard, navigate to the Data View section and select the Data View containing the items you want to update.
Go to the Bulk Edit Page
Select the Bulk Edit button in the top-right corner (next to the search bar) to view the list of items eligible for updating.
Choose items to update
Select the items you want to advance along their timeline. Use the top checkbox to select all items at once, or choose individual items individually.
Select target stages
For the selected items, choose the stage you want to move them to. The available stage options will reflect the valid next steps for your chosen items.
Review and Submit
Review your selections and submit them for stage updating. All the items you have selected to edit will be moved to your chosen stages. Once submitted, you will see a message indicating how the Bulk Edit operation went.
When to use Bulk Item Edit
Bulk Item Edit is ideal when you need to advance multiple items along their timelines simultaneously.
Common use cases include:
Timesheet reviews: Approving a batch of submitted timesheets and sending them to payroll processing in one go.
Onboarding forms: Reviewing a cohort of new hire documents and moving multiple forms to the decision or completed stage at once.
