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 Action Required By
  • Bulk Actions > Edit: Items, Packages, Spec Sections and Action Required By
  • Bulk Actions > Delete: Items
  • Bulk Actions > Retrieve: Recycle Bin
• Limitations:
  • Automatic email notifications are not sent for submittal updates made using Bulk Actions. To learn more about automatic email notifications for the project's Submittals tool, 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