Bulk Actions Toolbar

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, a badge appears on the left end that displays the number currently selected (click the X to unselect them all at once). The right end will display 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. 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 that are from different forms. Multiple labels can be applied to a submission.

When Labels is selected, a modal appears that says Manage Labels for (#) Submissions. Type in the search bar to search for an existing label or type the name for a new one. As you type, in the Add Labels section of the modal, the + Create button appears below, along with what you have typed for the label's name. Select this to create a new label. The checkbox for your label or labels will appear selected, and beside this will be an example of the label as it will appear in the submission header with its auto-assigned custom color. If you have created a new label, there will be a blue button saying Apply to (#) Submissions for you to click to apply the label, and Cancel or X to exit without applying a label.

Once you have created a label, it will appear in the modal with a checkbox for easy access next time. Once you have accumulated several labels, search becomes necessary.

When a submission has been labeled, the label appears on the left side of that submission's header, just under the name of its submitter, along with the icon.

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 their checkboxes, then the Labels button in the Bulk Actions Toolbar. All labels that are already applied to those submissions will appear under Remove Labels. Select the label you wish to remove.

To delete a label - Click the icon in the submission's header. A selection of existing labels appear in the modal with a (trash) icon to their right. Click 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.