Flow Forms Docs

Bulk Actions Toolbar

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Select multiple submissions to:

  • Export to CSV
  • Update status in bulk
  • Assign to users
  • Apply labels

On the Submissions page, the Bulk Actions Toolbar is located at the bottom of the Control Panel, below the search bar and Forms quick-filter. On the left end is a checkbox that allows you to select all submissions displayed on your page. If no submissions are selected, the right end will say select submission(s) to access bulk actions.

When at least one submission's checkbox is selected, one or two badges appear on the left end. The first displays the number selected on the current page, the second badge displays the total selected across all pages. Click the X beside this badge, or uncheck the checkbox beside them, if you'd like to deselect them all at once. The right end of the toolbar displays the two bulk action buttons: Labels and Actions.

Actions

Use Actions in the Bulk Actions Toolbar if you have multiple submissions pending your action and would like the same action to apply to all of them simultaneously.

When Actions is selected, a Bulk Actions modal appears with a dropdown labeled Select Action. Depending on the submissions you select, the common actions available for those submissions will appear in the dropdown. If the action you're looking for is not displayed, it's because at least one of your selected submissions is not eligible for that action.

Once you have chosen an action, it will appear in the dropdown. Any further steps (such as providing a note) will be presented for your completion prior to submitting. The number of submissions the action will apply to is reflected in the blue button you select to proceed (e.g., Apply to # Submissions). Click Cancel or the X to exit the modal without taking the action.

Labels

Create a custom, reusable label to apply to any submission as an additional tool for organizing and tracking your submissions. This is useful when you'd like to associate particular submissions, even those from different forms. Multiple labels can be applied to a submission.

Add a Label

When Labels is selected from the Bulk Actions Toolbar, a modal appears titled Manage Labels for (#) Submissions, along with a search bar that says Search or create label...

  • To add an existing label - click the checkbox beside its name (listed alphabetically) or use the search bar to locate it.
  • To create a new label - type the name in the search bar and a + Create "[label name]" link will appear below. Select this to create the new label.

The checkbox for your active label or labels will appear selected. Deselecting any label name will remove it from all selected submissions. If you have created or applied a new label, a banner below announces "Label '[label name]' applied to [#] submissions."

Remove or Delete a Label

To remove a label from a single submission - Locate and click the that is in that submission's header beside the label's name. In the Labels modal that appears, deselect the label and click out of the modal or click the X.

To remove a label from multiple submissions - Select submissions by clicking the checkbox in the submission's header, then the Labels button in the Bulk Actions Toolbar. All labels that are already applied to those submissions will appear below the search bar with their checkboxes preselected. Deselect any label you wish to remove. Click Done, the X, or click outside of the modal to exit the Manage Labels modal.

To delete a label - Click the icon in a submission's header. A scrollable list of existing labels appear in the Labels modal with a (trash) icon to their right. Click the icon to delete that label. A pop-up window will appear that says:

Delete label '(label name)'? This will remove it from all submissions.

Click OK to delete or Cancel to exit without deleting. This cannot be undone.

*Note - When accessing labels from an individual submission's icon in its header, deselecting (or removing) a label will only apply to that submission, even if multiple submissions have their checkboxes selected. Removing or adding a label to multiple submissions at once must be done from the Labels button in the Bulk Actions Toolbar. However, deleting a label always applies to all submissions with that label. *

Bulk PDF Print & Download

  1. Select individual submissions or 'select all' of the displayed submissions, then click the Print button on the right end, above the Submissions Control Panel.
  2. If you have submissions selected, a modal window will appear that lists the number of submissions you have selected to print with a Cancel or Start Print Job button. Recent Print Jobs (if any) are also listed here.
  3. If no submissions are selected, the modal will just display your recent print jobs.

Progress Tracking

When a print job starts:

  • A modal displays a real-time progress bar (X of Y submissions processed)
  • The modal can be closed to work in the background while the job continues processing

Download Options

Once complete:

  • You'll receive an email notification with a download link
  • The notification appears in your notification center
  • Download links are valid for 7 days
  • Click the blue Download PDF button in the progress modal
  • Pending: Job created but not yet started
  • Processing: PDFs are being generated and combined
  • Completed: PDF is ready for download
  • Failed: An error occurred during processing