Select rows, or every record that matches the view, then choose edit, assign or delete. Up to 100 records are done straight away, and more run in the background with a progress bar.
The edit permission, plus assign or delete depending on the action
You need: The edit permission, plus assign or delete depending on the action
Steps
1
Select rows in the table. To act on every record that matches the view, tick the box at the top of the table, then press Select all … matching filters.
2
After selecting all, you can unselect specific rows.
3
Choose the action from the bar: Fields to edit a field, Assign to, or Delete.
4
Confirm. For more than 100 records, tick the I agree that I will … box first.
Up to 100 records: the result shows straight away. More than 100: a progress card shows and moves with each batch.
5
Review the result: how many succeeded, and the reason for the records that failed.
How large jobs work
The job is split into batches of 500 records. Your teammates’ jobs take turns with yours, so a small job never waits long.
In a bulk edit, a record that fails doesn’t stop the rest. Each record is checked with the same rules as a single edit: required fields, status rules and conditions.
Canceling
You can stop the job while it runs with Cancel. Stopping isn’t undoing: what was written stays written, and the message shows where it stopped.
What you see while it runs and after
What you see
What it means
A card with “Updating records…”, a progress bar and a count such as 300 / 640
The job is running. The card also shows how many failed so far, and Cancel
“Updated 640 records.”
Every record succeeded. Other actions say “Deleted…”, “Assignees updated on…” or “Copied…”
“Updated 600 of 640.”
Some succeeded and some failed, with nothing rolled back. The reason shows under it, with Retry
“Bulk action failed.”
Nothing succeeded. Press Retry to try again
“Cancelled at 300 of 640.”
You stopped it. The rows already written stay written, and the rest were skipped
If something goes wrong
What you see
Why
What to do
“Nothing to act on.”
The selection is empty: the filter matches no records, or you unselected every row after selecting all.
Change the filter or select rows, then try again.
“You can’t cancel a job started by another user.”
A teammate started the job.
Ask them to follow it up.
“Progress report expired. Refresh to see the latest state.”
