Available for
- Roles: Administrator
- Plans: Premium, Advanced, Enterprise
Bulk actions let you modify many pieces of equipment or spare parts in a single operation, from search, without opening each record. Two families of operations are available: tags and custom fields.
Launching a bulk action
- Go to equipment search or spare parts search, on the network tab.
- Refine your search using the usual filters.
- Check the items to modify. An action bar appears and shows the number of items selected.
- Click Edit tags or Edit custom fields.
- In the window that opens, choose the operation to perform, then enter its value. You choose one or more tags among those already created on your network — it's not possible to create a new tag from this window: create it beforehand. Only the custom fields applicable to the selected item type are offered to you; a field reserved for spare parts won't appear on an equipment selection.
- Enter the number of selected items in the confirmation field (see below why).
- Click Apply.
Selecting all the results of a search
You're not limited to the page displayed. The Select all button applies the action to all the results of your search — same filters, same search term, same search mode — not just those visible on screen. Your selection is remembered: it stays active if you change results page or come back to the search later. Remember to clear it before building a new selection.
Available operations
Four operations, and only four:
| On | Operation |
|---|---|
| Tags | Add tags |
| Tags | Remove tags |
| Custom fields | Set a custom field |
| Custom fields | Remove a custom field |
Bulk actions on custom fields require custom fields to be enabled on your network, in addition to bulk actions being enabled.
Why confirm the number of items
A bulk action is irreversible, even for a simple addition: removing in bulk tags that were just added would also erase those that were legitimately already in place before, since nothing records who already carried what.
That's why the confirmation asks you to enter the number of selected items rather than a word to type from memory: it forces you to read the actual scope of your action before validating it, whatever the size of the selection (including a single item) and whatever the direction of the operation (adding as well as removing). The field accepts thousands separators; if the value doesn't match, the message "Enter {number} — the number of selected items" is shown.
The Apply button deliberately stays active even if the window is incomplete: clicking it directly shows the message for the missing field, rather than leaving you to guess. And if you change operation along the way, the number already entered is kept — it's the scope of the action you're confirming, not the typing.
Tracking the processing and reading the report
A bulk action doesn't run instantly: it's processed in the background, item by item. As soon as you click Apply, a tracking window opens and shows Bulk action in progress…, updating automatically. Four counters progress:
- Succeeded — the items actually modified.
- Skipped — the items that didn't need to be modified.
- Failed — the items for which the operation didn't succeed.
- The total processed, measured against the number of selected items.
At the end, the message becomes Bulk action completed, or Bulk action completed with errors if at least one item failed.
A process can end with partial failures: the successful items remain modified. For the failed items, narrow your search to them and launch a new bulk action.
The success counters refresh roughly every two seconds.
The item-by-item report
Once processing is complete, the report lists the skipped and failed items, with their reason. Successful items don't appear in it: they're counted in the Succeeded counter. On a large selection, the list only shows an excerpt of the items concerned.
- Already in the requested state — the item already carried the tag or value you wanted to apply. It's counted as skipped, not as a failure.
- Nothing to change — the operation had nothing to change on this item.
- The action failed for this item — the operation couldn't succeed.
A skipped item is not an anomaly. On a large selection, it's normal for some items to already be in the targeted state.
The delay before the list updates
Once processing is complete, the search list refreshes automatically. It may take a few moments before the update: the changes must first be reflected in the search index. If your changes don't appear immediately, reload the list after a few seconds.
If tracking becomes unavailable
The message Tracking unavailable may appear if Mobility Work can no longer retrieve the progress. This doesn't mean the processing has failed: the bulk action is probably continuing in the background. While processing is underway, the tracking window stays open: it can only be closed once processing is complete, or if tracking becomes unavailable. In that latter case, closing it doesn't interrupt the processing, which continues in the background.
If launching fails
Two messages may appear at the moment of launching, before any processing:
- The bulk action could not be launched. Please try again. — a technical issue. Relaunch the operation.
- The bulk action could not be launched. Check your selection and the value entered. — the request was rejected. Check that your selection is valid and that the value entered matches the field chosen.
Limitations of the feature
- Only two types of items: equipment and spare parts. Tasks, maintenance plans, purchase orders, and users are not concerned.
- A cap of 50,000 items, both for selection and for launching. Beyond that, the message "Too many results to select all" is shown: narrow your search and proceed in several batches.
- Only one bulk process at a time per network, regardless of which user launched it. If a process is already underway, the message "A bulk action is already in progress for your network" is shown — simply wait for the current process to finish.
- Not available on the mobile app. Bulk actions are only accessible from search in the web version.