Set up bulk actions in an app

In ELMA365 apps, you can apply bulk actions to selected items: Edit, Delete, Change Status, Start Business Process.

Enable bulk actions

начало внимание

Only users who are members of the Administrators group can enable bulk actions in the app and set up buttons.

конец внимание

Bulk actions with items are enabled separately for each app:

1. Click the gear next to the app name and select App Settings.
2. Check the Bulk actions box.

3. Save the settings.

Customize bulk actions

By default, users will be able to bulk edit, delete, restore, and change the status of items. You can customize the actions or add a button to run a business process. To do this:

1. In the top right corner of the app page, click the gear icon.
2. Select the Bulk Action Settings option.
3. Click Selected Items.
4. From the list, select the action you want to change and click the gear next to its name.
5. In the opened window, you can rename the action, remove it from the list, and change other settings.

4. To restore a deleted action or add the Start Process button next to the Selected Items, click on the icon.

There are additional settings for editing and starting a business process actions.

Set up bulk edit

To change the property values of several items, you need to configure the bulk editing form of the app. The fields that will be available for editing are selected on this form. Read more about it in the Bulk edit tab article.

Set up bulk process start

Only a process in whose context includes a field of the App (Many) type can be bound to the Start Process bulk action button. It must be associated with the app for which you are configuring the bulk action.

For example, so that you can bind the Assignment of a person in charge process to the Incoming invoices app, you need to create a new property in the context of this process. Specify the property type App, select the Many option, and in the App field specify Incoming invoices.

To add an action and customize the process launch:

1. In the Bulk Action Settings window, select the Add the “Start Process” button option.
2. Fill in the fields:

• Button text*. The name of the start process button in the list of available actions.
• Business process*. Select the process that will be started when you click on the bulk action button.
• Link to field. Specify the context variable of the process, to which all selected items will be written.

3. Click Create.

Note that with all the selected items, only one process instance is started. The items are written to the process context variable that is specified in the button settings.

To have a separate process instance run for each selected item when using a bulk action, configure a loop within the business process using the Gateway and Script activities.

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