Batch Managing Resources
  • 20 Nov 2023
  • 1 minute read
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Batch Managing Resources

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Article summary

Slate allows for the management of one or more selected objects—deliver mailings, forms, Inbox messages, and queries—using the Batch Management feature. The following actions can be taken:

Tool

Batch Management Options

Database (Fields, Prompts, Periods, Rounds, etc.)

  • Folder

  • Status

 

Deliver

  • Archive

  • Unarchive

  • Assign Realm

  • Folder

  • Ready for Review

  • Not Ready for Review

  • Stop Mailing

File Editor

  • Folder

  • Delete

 

Forms/Events/Scheduler

  • Assign User

  • Assign User 2

  • Deadline

  • Activation Date

  • Description

  • Duration

  • Time of Day

  • Folder

  • Location

  • Trip

  • Status

  • Privacy

  • Registrant Limit

  • Waitlist Limit

  • Title

  • Internal Name

  • Delete

Inbox

  • Assign

  • Open

  • Resolve

  • Delete

  • Restore

  • Update Tag

  • Flag as Junk

  • Unflag as Junk

  • Star

  • Unstar

  • Update Field

Queries

  • Archive

  • Unarchive

  • Assign User

  • Assign/Clear Realm

  • Delete

  • Folder

  • Share

  • Unshare

Rules Editor

  • Folder

  • Status

  • Delete

 

Sources / Upload Dataset

  • Folder

  • Delete

 

Batch Management Procedure

  1. Select objects in one of two ways:

    • One at a Time: Ctrl-click (Command-click for Mac) and select an object:

      1

    • Several at a Time: Ctrl-click (Command-click for Mac) to select an object, then Ctrl-shift-click (Command-shift-click for Mac) an object at the end of all of the objects to be selected.

      2

  2. Select the gear icon.

  3. Select the Action to take, then select Submit.


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