Check several records in a Grid view and a dark toolbar appears at the bottom of the grid. Its buttons act on every checked record at once: print, export, copy, duplicate or delete. With the records checked, a change to a field on one of them changes all of them.

Here is the test: do you want the same action on many records at once? Use bulk actions. For one record, right-click it or open it.

Example: a Procurement member checks twelve contracts and sets Contract Owner on one of them. The other eleven take the same owner. Finance checks the Q4 contracts and exports them to Microsoft Excel for the budget file.

The Contracts grid with twelve records checked and the bulk toolbar reading 12 contracts selected.

Hover over a row and its number turns into a checkbox. Check the rows you want. The checkbox in the header row checks every record in the view. The toolbar appears at the bottom center as soon as one row is checked, with a check mark and the count at its left, such as "12 contracts selected". The count uses the table's own record name. The x at the right end of the toolbar clears the selection.

The bulk toolbar, left to right: the count, Print, Export, Copy, Duplicate, Delete Contracts and the x.

Left to right: the count, Print, Export, Copy, Duplicate, Delete Contracts and the x. The delete button carries the record name, so it reads Delete Findings on the Findings table and Delete Contract when one row is checked.

Prints the checked records. The print settings window is the one described in Print or export a saved view.

Opens a submenu: Adobe PDF, Microsoft Excel, Google Sheets, CSV. The checked records are exported, not the whole view. Finance checks the Q4 contracts, selects Export, then Microsoft Excel.

The Export submenu open from the bulk toolbar, with its four formats.

Copies the checked records to the clipboard. A message in the lower left shows how many cells were copied. Paste them with Ctrl + V (Cmd + V on a Mac) into Excel, Google Sheets or another SmartSuite grid.

Creates a copy of each checked record. A message confirms when the copies are created. A Security member duplicates a finding that serves as a template, then edits the copy.

Opens a prompt titled with the count, such as Delete 3 Records. It states how long the deleted records stay in the Recycle Bin on your plan. Select Yes, Delete 3 Records or No, Cancel. A message in the lower left reads "3 records moved to Recycle Bin", with an UNDO button.

A bulk update needs no toolbar button. With the records checked, change a field on one of them. The same field changes on every checked record. The Procurement member checks twelve contracts and picks a new Contract Owner on the first one; all twelve change.

Select a cell, then hold Shift and press an arrow key to extend the selection one cell at a time, or drag across the cells. Then press Ctrl + C (Cmd + C) to copy the block; a message counts the cells, such as "3 cells copied". Press Ctrl + V (Cmd + V) to paste over the block, or Delete to clear it; the message "3 cells deleted" carries an UNDO button. To paste rows from a spreadsheet, see Bulk Paste Data in Grid View.

A block of cells selected across Renewal Date and Annual Value on four contracts.

Every bulk action follows the member's permission on the records. A member who cannot edit a record cannot change it in a bulk update. Printing and exporting follow the view's sharing settings; see Print or export a saved view. Deleting follows the table's delete permission; see Table Permissions. When Disable Inline Edit is on for the view, the row checkboxes are gone and the toolbar cannot open; see Disable Inline Edit.

The row checkboxes and the toolbar belong to the Grid view. On a dashboard, see Dashboards: Grid View Widget.

A message appears after a bulk update, paste, duplicate or delete, with an Undo button. Ctrl + Z (Cmd + Z) also undoes it. The window of actions you can undo is limited. See Undo / Redo Actions.

Last verified 30 Oct 2026.