- 27 Jun 2024
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Batch Management
- Updated 27 Jun 2024
- 1 minute read
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Slate allows for the manipulation of one or more objects at a time using Batch Management.
Using batch management
Batch management works differently depending on where you are in Slate:
In some functional areas, you can access batch management with
ctrl/cmd + click
.In others, you can use Universal Batch Management, which supports keyboard shortcuts, but doesn’t require them.
Accessing Universal Batch Management
🏔️ Summit 2024 Feature
Use Universal Batch Management to select or deselect all objects in a list with a single click.
Click and drag while in Batch Mode to select a range.
To access Universal Batch Management:
In a supported functional area (see availability table), select the gear icon at the top of the list of objects. A menu appears.
Select one of the following options:
Apply Actions: Opens a popup. Select one of the supported batch management actions, then select Submit.
Clear Selection
Select All
Exit Batch Mode
You can also access batch management by using
ctrl/cmd + click
on an object.Use
ctrl/cmd + click + drag
orctrl/cmd + shift + click
to select or deselect a range.
Accessing with keyboard shortcuts
Select objects in one of two ways:
One at a Time: Use
ctrl/cmd + click
on an object:Several at a Time: Use
ctrl/cmd + click
on an object, thenctrl/cmd + shift + click
at the end of the range of objects you want to select.Select the gear icon.
Select the Action to take, then select Submit.
Where you can access batch management
The following table tells you where you can access batch management, what actions can be done with it, and which version of batch management is currently supported.
Slate functional area | Batch management actions | Batch management version |
---|---|---|
Queries |
| Universal |
Deliver |
|
|
Deliver Designer Templates, Components |
|
|
Deliver Content Blocks |
|
|
Inbox |
|
|
Inbox Snippets |
|
|
Forms, Events, and Scheduler |
| Universal |
Trips |
| Universal |
Decision Letter Templates |
|
|
Fields (legacy tool), Periods, and Rounds |
| Universal |
Files |
|
|
Rules |
|
|
Slate Scholar Custom Content |
| Universal |
Sources / Upload Dataset |
|
|