Batch processing allows users to perform bulk actions such as clearing, delegating, deactivating or reactivating form tasks; saving time and maintaining consistency across large projects.
How Do I Process Tasks for Forms in Bulk?
Select the required Project.
Navigate to the Project Forms tab.
Click the Distribution sub-tab under Project Forms.
All forms distributed to different users will be displayed in the listing area.
Select the tasks you want to process in bulk.
Click the More Options
icon (top-right).
Choose one of the following actions:
Clear Tasks
Delegate Tasks
Deactivate Tasks
Reactivate Tasks
NOTE:
You can process up to 250 records at a time.
Batch processing is only available for tasks created within the same project; cross-project batch processing is not available.
TIP: You can also perform batch processing by right-clicking on the selected tasks.
Clear Form Tasks
Required Privileges
Privilege | Description |
Can Clear Tasks - Own | Allows clearing of personal tasks. |
Can Clear Tasks - Organisation | Allows clearing of tasks created within the user's organisation. |
Can Clear Tasks - Workspace | Allows clearing of tasks across the entire project, regardless of which organisation a user is from. |
How Do I Clear Form Tasks?
Follow the steps above to access batch processing options.
Select Clear Tasks.
A confirmation message will appear showing the number of successfully cleared tasks.
Delegate Form Tasks
Required Privileges
Privilege | Description |
Can Delegate Tasks - Own | Allows delegation of personal tasks. |
Can Delegate Tasks - Organisations | Allows delegation of tasks within the user's organisation. |
Can Delegate Tasks - Workspace | Allows delegation of tasks across the project, regardless of which organisation a user is from. |
How to Delegate Form Tasks?
Follow the steps above to access batch processing options.
Select Delegate Tasks.
A pop-up will appear prompting you to:
Assign a new user for the selected task.
Set or adjust the due date.
Click Continue to complete.
Understanding Delegate Tasks Inputs
Input | Input Description |
To | Enter the user to whom the tasks will be delegated. |
Date | Choose how to handle task due dates:
|
Deactivate Form Tasks
Required Privileges
Privilege | Description |
Can Deactivate Document Tasks - Own Org | Allows deactivation of tasks within the user's organisation. |
Can Deactivate Document Tasks - All Orgs | Allows deactivation of tasks across all organisations on the project. |
How Do I Deactivate Form Tasks?
Follow the steps above to access batch processing options.
Click Deactivate tasks.
A confirmation message will appear showing the number of successfully deactivated tasks.
Reactivate Form Tasks
Required Privileges
Privilege | Description |
Can Reactivate Document Tasks - Own Org | Allows reactivation of tasks within the user's organisation. |
Can Reactivate Document Tasks - All Orgs | Allows reactivation of tasks across all organisations in the project. |
How Do I Reactivate Form Tasks?
Follow the steps above to access batch processing options.
Select Reactivate Tasks.
A confirmation message will appear showing the number of successfully reactivated tasks.
NOTE: The Reactivate Tasks option remains greyed out until there are deactivated tasks within your project. If no tasks have been deactivated, this option will not be clickable.