Bulk Operations
Update or delete many records at once, with a preview first.
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7 articles shown
Explanation
- How Bulk Changes Work
What a mass update and a mass delete do, how every change is previewed before it commits, why the work runs as you through each application's own rules, and why a bulk change cannot be undone.
How-To
- Update Records in Bulk
Change one or more fields on many records at once, from a list of query or search results or from the Mass Updates wizard, with a preview before anything changes.
- Delete Records in Bulk
Remove many records of one type in a single operation, from a results list or the Mass Deletes wizard, after previewing exactly which records will go.
Reference
- Mass Update Field Value Rules
How a mass update works out each field's new value — fixed values, expressions, file cells, multi-select list syntax, custom fields, blanks, numbers, and spreadsheet dates.
- Bulk Operation Previews, Results, and Completion Emails
What the preview spreadsheet, the results spreadsheet, the completion screen, and the completion email of a mass update, mass delete, or custom data task contain, and how to read them.
- Bulk Operation Limits and Safety Rules
The rules that refuse a bulk operation before it runs, the limits on how much one run can do, what Rhythm does not protect you from, and why a completed bulk change cannot be undone.
Troubleshooting
- A Bulk Operation Failed, Stalled, or Changed the Wrong Records
What to check when a mass update or mass delete reports errors, says it succeeded but nothing changed, refuses your file, gets stuck, or changes records you did not expect.