Difference between revisions of "Record Actions"

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imported>Aeric
imported>Aeric
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:*[[Campaigns|Create Campaign]]  
:*[[Campaigns|Create Campaign]]  
:*[[#Create Task|Create Task]]
:*[[#Create Task|Create Task]]
:*[[#Create View|Create View]]  
:*[[#Create View from Selections|Create View from Selections]]  
:*[[#Clear Selection|Clear Selection]]
:*[[#Clear Selections|Clear Selections]]


Optionally, the following additional Actions may be available, depending on the type of object you select:
Optionally, the following additional Actions may be available, depending on the type of object you select:
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Create Task is an option in More Actions, which allows you to add the same task to multiple records.
Create Task is an option in More Actions, which allows you to add the same task to multiple records.


==Create View==
==Create View from Selections==
{{:Create View}}
{{:Create View from Selections}}


==Clear Selection==
==Clear Selections==
{{:Clear Selection}}
{{:Clear Selection}}



Revision as of 20:49, 8 November 2011

This feature offers a way to apply changes to multiple records in one (batch) process. Applying bulk actions in this manner can save a significant amount of time, compared to editing records individually.

About More Actions

Typically, Actions include the following options:

Optionally, the following additional Actions may be available, depending on the type of object you select:

Apply Actions

  1. To select the records you want to include in the Action, choose one of these methods:
    • In a View, click Checkbox(es) to select individual records; Optionally, navigate to the next/previous page to select records in multiple pages
    • Click the All link, to select all of the records on the page; Optionally, navigate to the next/previous page to select records in multiple pages
  2. Select one of the Action options
  3. The list of selected records will be displayed along with an action button. Click the action button to confirm, or click the [Cancel] button to stop the process.

Update

Update

Delete Record

When data in a record is no longer needed, the record can be deleted. The record and any Related Records (records with a Lookup field that points to it) are moved to the Recycle Bin, where they are held for 30 days.

Lock-tiny.gif

Delete a Single Record

  1. Click the tab containing the record you want to delete
  2. Select a record to open it.
  3. In the sidebar, click Actions.
  4. Click Delete.
    The record and any Related Records are moved to the Recycle Bin, where they are held for 30 days.

Delete Multiple Records

To delete multiple records at one time, view Mass Delete Data.

Notepad.png

Note: To delete the records permanently in the Recycle Bin, you can use the Delete Forever or Empty the Recycle Bin options.

Transfer

Transfer

Create Task

Create Task is an option in More Actions, which allows you to add the same task to multiple records.

Create View from Selections

Create View from Selections

Clear Selections

Clear Selection