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Bulk select and bulk actions in Workshop

Need to update lots of jobs, customers or stock items at once? Bulk selection lets you make the same change to many records in a few clicks, instead of editing them one by one.

Bulk selection is available on Jobs, Customers, Payments and Stock.
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How to select multiple items

  1. Go to a list or table view, such as Jobs > List or Stock > Items.

  2. Tick the box at the start of each row you want to include.

  3. To select everything on the page, tick the box in the header row at the very top of the table.

Once you've selected at least one row, a bar appears at the bottom of the screen showing how many items are selected (for example, "10 jobs selected") with an Actions button.
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Tip: Selecting all only selects the rows on the current page. If you want to include more, increase Rows per page at the bottom of the table first, or repeat the process on each page.
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Choosing an action

  1. Click Actions in the bar at the bottom of the screen.

  2. A command menu opens listing every bulk action available for what you've selected. You can scroll through it, or start typing to search for the action you want.

  3. Pick an action and follow the prompt to apply it to all selected items.

To deselect everything, click the X in the bottom bar.

The actions available depend on the type of record you're viewing, so you'll only see options that apply to your selection.

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