Perform Bulk Actions on Submittals

Objective

To use the Bulk Actions menu in the Submittals tool to perform bulk edits on a batch of submittals. 

Background

The Bulk Actions menu in the Submittals tool lets you perform the same action on a batch of submittals. 

Things to Consider

• Required User Permissions:
  • 'Admin' level users can perform bulk actions on submittals.
• Supported Views:
  The menu commands are supported in these views:
  • Bulk Actions > Apply Workflow: Items, Packages, Spec Sections, and Ball In Court
  • Bulk Actions > Edit: Items, Packages, Spec Sections, and Ball In Court
  • Bulk Actions > Delete: Items
  • Bulk Actions > Retrieve: Recycle Bin
• Limitations:
  • Automated email notifications are NOT sent when tasks are performed with the Bulk Actions menu. To learn more, see Who receives an email when a submittal is created or updated?

Tasks

You can perform these tasks with the Bulk Actions menu:

• Use Bulk Actions > Apply Workflow in the Submittals Tool
• Use Bulk Actions > Edit in the Submittals Tool
• Use Bulk Actions > Delete in the Submittals Tool
• Use Bulk Actions > Retrieve in the Submittals Tool

See Also

• Create a Submittal
• Bulk Edit Submittals in a Package