Bulk workflows
How do I choose records for a bulk action?
Tick records in a form list to reveal its action bar beneath the table.
Navigation: Open Forms 145/146 → Forms Dashboard → relevant form list → row checkboxes → selection bar
How to do it
- Select the correct organisation, list and Active/Archived view where offered.
- Use Find record... and filters to narrow the records, then tick the required row checkboxes.
- Read Forms Selected and inspect the selected record statuses before choosing an action.
- Use the action's confirmation and result dialog. Clear the selection before starting another unrelated batch.
What to expect
The action applies to the selected records, with status/account restrictions for that action.
Important details
- Form 146 offers UDIN actions; Part C offers its own Download PDF and portal actions. The bars are not identical.
- Validate from Portal appears only when every selected record has an eligible filed status; Withdraw requires submitted forms.