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How to perform a bulk action in SmartSuite
In Grid View, you can select multiple records and then pick an action to perform on all of them. This enables you to quickly choose records in your data that you want to take action with, instead of working with them one by one.
Performing a bulk action:
Log into your Workspace
Enter your desired Solution
Open a Grid View of the data
Click the unchecked boxes of the records you want to take action with (just to the left of records) or update a value in one of the records to perform a bulk update (more on that below)
Choose a bulk action from the toolbar displayed at the bottom of the screen (note that this is not required for bulk updates)
Available Bulk Action types include Update, Print, Export, and Delete, Records.
Bulk Update
After you select the records you want to update, simply change the value of a field on one of the selected records and watch as the rest change automatically! For this type of bulk action, there is no need to click on an action button, your field change initiates the action.
You can also copy a value you wish to duplicate, and paste the value into one of the selected records to bulk update the rest of them.
Bulk Print
After you select the records you want to print, simply click the Print action in the bulk actions toolbar. You will be presented with our normal print formatting options, like this:
Bulk Export
After you select the records you want to export, simply click the Export action in the bulk actions toolbar. You will be presented with the option to output to PDF, Excel or CSV format and you can additionally choose to create a new Google Sheet containing the export content.
Bulk Delete Records
After you select the records you want to delete, simply click the Delete Records action in the bulk actions toolbar. You will be presented with the standard confirmation page asking if you want to continue and delete the selected records:
When you proceed with the deletion, the number of records is confirmed with a toast message in the lower-left corner of the screen, like this:
Bulk Actions in Cells
Grid View’s bulk action capabilities have been enhanced to include the ability to bulk copy selected cells. You can now select multiple cells with your mouse, then press Cmd/Control+C to copy their contents to the clipboard.
This copied content is also pasteable, allowing you to insert it into other records. Highlight the Grid cells you want to paste into, then press Cmd/Control+V to paste the values.
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