Batch Management

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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:

  • Use ctrl/cmd + click to select objects in a supported functional area.

  • You can also use the selection controls in the Universal Batch Management menu. These controls let you select objects without a keyboard shortcut.

πŸ—ΊοΈ For a detailed breakdown, see Where you can access batch management in this article.

Accessing Universal Batch Management

  • 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:

  1. In a supported functional area (see availability table), select the gear icon at the top of the list of objects. A menu appears.

  2. 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

    • Enter Batch Mode: Select this option, then click objects to select them without a keyboard shortcut.

    • Exit Batch Mode

  • You can also access batch management by using ctrl/cmd + click on an object.

  • Use ctrl/cmd + click + drag or ctrl/cmd + shift + click to select or deselect a range.

Accessing with keyboard shortcuts

  1. Select objects in one of two ways:

    • One at a Time: Use ctrl/cmd + click on an object:

      1

    • Several at a Time: Use ctrl/cmd + click on an object, then ctrl/cmd + shift + click at the end of the range of objects you want to select.

      2

  2. Select the gear icon.

  3. 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.

Universal includes ctrl/cmd + click and the selection controls in the gear menu. The two methods can be available in the same functional area.

Slate functional area

Batch management actions

Queries

  • Archive

  • Unarchive

  • Assign User

  • Assign/Clear Realm

  • Delete

  • Folder

  • Share

  • Unshare

  • Move to Integration Center

Deliver

  • Archive

  • Unarchive

  • Assign Realm

  • Folder

  • Ready for Review

  • Not Ready for Review

  • Stop Mailing

Deliver Designer Templates, Components

  • Activate

  • Deactivate

  • Folder

Deliver Content Blocks

  • Folder

Inbox

  • Assign

  • Open

  • Resolve

  • Delete

  • Restore

  • Flag as Junk

  • Unflag as Junk

  • Star

  • Unstar

  • Update Field

  • Update Tag

Inbox Snippets

  • Folder

  • Delete

Forms, Events, and Scheduler

  • Assign User

  • Description

  • Folder

  • Status

  • Privacy

  • Title

  • Internal Name

  • Delete

Trips

  • Folder

  • Delete

Decision Letter Templates

  • Folder

Fields (legacy tool), Periods, and Rounds

  • Delete

  • Folder

  • Status

  • Export to Files

Files

  • Folder

  • Delete

Rules

  • Folder

  • Status

  • Delete

Slate Scholar Custom Content

  • Delete

  • Folder

  • Status

  • Export to Files

Sources / Upload Dataset

  • Folder

  • Delete

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