Bulk Update
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Last updated
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Bulk Update lets you modify specific fields across multiple rows (voyages, items, etc.) at once, saving time and reducing repetitive actions. Each list will show different fields for bulk updating. If no bulk-editable fields are configured for a particular list, an empty Bulk Update window will appear.
1) Click on the Bulk Actions button or hover a row an click the checkbox to select an instance. A highlighted Bulk Actions button with the "x" icon indicates that you are in edit mode.
2) Select which rows you want to update by clicking on the checkbox. You can select all the instances in the page by selecting the topmost checkbox.
3) Click the Update button on the right corner to view the available fields for bulk updating.
4) Verify the column selection in the List/Grid to the left.
5) For each field, choose one of the following update options:
Keep Existing: The field value will remain unchanged for all selected rows.
Set New Value: Enter a new value that will be applied to the field across all selected rows.
Change by Percentage: Enter a percentage to adjust the field’s value accordingly.
Example: If you enter 10, a value of 50 will increase to 55.
Change by Value: Enter a number to add/subtract from the existing field value.
Example: If you enter 10, a value of 50 will increase to 60.
Once you've made your selections, click Next to preview the changes before applying them.
6) Before applying changes, review the summary to ensure the correct modifications are being made. The preview will display updated field values and applied changes.
7) Click the Bulk Actions button once more to clear selection and exit edit mode.
For lists and grids, support for Bulk Delete of multiple selected items is supported. Its delete icon is available for lists and grids where this has been enabled (initially only the voyages list).
This can be achieved by:
Click the Bulk Actions button to view the delete icon, and selecting the rows you want to delete.
Click the list's delete action icon in the top right corner.
Confirm the action in the modal to delete the selected row items. In cases of selecting rows that cannot be deleted due to rules, the confirmation modal will inform how many objects will be deleted if you decide to proceed. Non-deleted rows will remain selected after confirming the action.
Click the Bulk Actions button once more to clear selection and exit the mode.
For the Voyages list, Bulk Delete is only allowed for voyages with status Estimate, Allocated, and Unallocated.