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Perform Bulk Actions on Inspections

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Background

Manage high-volume inspection records efficiently by performing multi-item updates simultaneously. Execute edits, reassign team members, download files, and delete or restore multiple inspections in a single workflow.

Things to Consider

  • Required Permissions:

    • Admin level permissions on the project's Inspections tool.

    • Read Only or Standard level permissions with the 'Edit any Inspection' granular permission enabled to perform bulk edits, add assignees, and replace assignees. (Note: If users should only bulk edit their own items, you can include the 'Edit any inspection You created' or 'Edit any inspection where You are the Assignee' permissions here as well).

    • Read Only or Standard level permissions with the 'Delete and Retrieve any Inspection' granular permission enabled to delete items and restore items from the Recycle Bin.

    • Read Only level permissions (or higher) to select items and perform bulk downloads.

  • Additional Information:

    • Selection limit: Select the top header checkbox to select all visible records across row groupings.

    • Custom fields: Configure standard and custom fields in the Bulk Edit panel to modify supported inspection form inputs.

Prerequisites

Steps

  1. Navigate to the project's Inspections tool.

  2. Mark the checkboxes next to the items you want to modify, or mark the header checkbox to select all visible items.

  3. Perform the desired bulk action from the action bar:

    • Edit inspection fields:

      • Click Edit.

      • Update the standard or custom fields in the Bulk Edit side panel.

      • Click Update.

    • Add assignees:

      • Click + Add Assignee.

      • Select team members.

      • Confirm the assignment.

    • Replace assignees:

      • Click Replace Assignee.

      • Select the current assignee to remove.

      • Select the new assignee to replace them.

      • Confirm the replacement.

    • Delete inspections:

      • Click Delete.

      • Confirm the deletion in the prompt to move items to the Recycle Bin.

    • Restore deleted inspections:

      • Click the Recycle Bin tab.

      • Select the checkboxes next to deleted items.

      • Click Restore.

See Also