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Multiple Entry Selection and Action

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Q:     How does multiple entry selection and action function? 

A:     On the Assemblies > Dashboard and Packages > Items pages multiple entries (rows) can be selected and then an action can be taken on those entries (Ex. Update Tracking Status, edit an editable field, and Delete). 

The following rules are applied no matter what action is taken:

  • Multiple Actions Only Apply to Selected Entries - When Show is checked for any entry, the action taken will only apply to the selected entries. If the user attempt to edit an entry row outside of the selected rows, the following message will display.

  • Attachments - Cannot attach a file to multiple entries using the multiple entry selection feature.


Q:     How does multiple entry selection work on the Assemblies > Dashboard?

A:     To use the multiple entry selection feature on the Assemblies > Dashboard:

  1. In the Show column, check multiple entries.

    1. Each checked row is highlighted in light blue and the number of entries (rows) selected displays.

    2. Check/Uncheck All

      1. To check all checkboxes in the table, check the Show checkbox in the header row. In this case, 3743 rows have been checked.

      2. To uncheck all checkboxes in the table, uncheck the Show checkbox in the header row.

  2. Most actions that can be taken on one entry can be taken when multiple entries have been checked in the Show column.

    1. Follow the edit/update prompts specific to editing the selected field (Ex. Status, Delete, Custom Editable Field, etc.) to make the change to all selected entries. See the examples below.

    2. Note: Updating 1 row takes between .5 and 2.5 seconds depending on the edited column.

    3. Exception: The ability to attach a document to multiple entries is disabled.





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