1. User Guide
  2. Working with Lists and Records
  3. List Views
  4. Bulk Actions

Bulk Actions

The Bulk Actions feature allows you to make changes to any number of selected items at the same time.

Note:

Account administrators can control who can access bulk actions for expenses, timesheets, employees, projects, bookings, charges, billing transactions, and recognition transactions list views by role permission. Go to Administration > Employees > Roles > [Select a role] and check the Disallow the use of bulk actions in <record type> list views box to disable bulk actions for that role and list view.

If bulk actions are available for the list view and enabled for your role:

Otherwise, the bulk actions column and toolbar panel are not available.

To use bulk actions:

1

Check the box next to the items you want to select. Selected rows are shown with a light gray color background and a green checked box Selected item icon in the bulk actions column.

2

The bulk actions panel in the list view toolbar is highlighted in green whenever items are selected and indicates the number of selected rows across the entire list.

3

Check the box in the column headers to select all items on the page or click the clear all icon Clear all selected items icon to clear all selected items in the list.

4

Click Bulk Actions in the toolbar or press B keyboard key on your keyboard to open the Actions dialog.

5

Select the actions as required and press OK. The available actions depend on the items and on your role permissions.
Item selection and bulk action process.

The following list views feature a redesigned Bulk actions dialog:

Bulk actions dialog on the Profile approval list view.