Bulk actions

A “bulk action” is an action that you can perform against multiple records. For example, you can bulk delete assets instead of having to delete them manually one by one. Bulk action commands appear under the Bulk Actions menu on the following (kinds of) pages in Hyperview:

  • Advanced Search
  • Assets By Type
  • Assets By Location

The Stop Watching bulk action is also available from the Watched Assets page (Account → Watched Assets).

bulkactions

Supported bulk actions

The following bulks actions are currently supported in Hyperview. However, which bulk actions are available to you will depend on what your user role is, and for certain bulk actions, what feature licenses you have.

Bulk action Description
Add Document Association Associates a document with the selected assets
Remove Document Association Removes an existing document association from the selected assets
Delete Deletes the selected assets
Enable Monitoring Turns on asset monitoring for the selected assets
Disable Monitoring Turns off asset monitoring for the selected assets
Start Watching Starts watching the selected assets for the current user
Stop Watching Stops watching the selected assets for the current user
Update Control Credentials Updates control credentials for the selected assets
Update Custom Property Updates a certain custom property for the selected assets

Add Document Association and Remove Document Association are only available to Document Management licensees. Update Control Credentials, and control credentials in general, are currently only used for Rack Security-licensed features.

Tip

You can also bulk import assets and custom properties (Assets → Bulk Import).

Performing a bulk action

The user experience of performing a bulk action is identical, or at least virtually identical, for all supported bulk actions. The following steps describe bulk deleting a number of assets from the Advanced Search page.

  1. Go to Search → Advanced Search.
  2. Perform a search to populate the grid. Refer to Search Features documentation.
  3. Select the assets you intend to delete.
  4. Click Bulk Actions → Delete. A modal will appear.
  5. (Optional, but strongly recommended) Select the option in the modal to receive an email notification for the bulk job.
  6. Click Delete. The modal will close, and a success message will appear saying that the bulk job has been sent for processing.

bulkdelete

The processing time for a bulk job ranges from a few seconds to a few hours, depending on the number of assets involved, the state of the job queue, and other performance factors. If you selected the email notification option in step 5, you will receive an email once the bulk job is processed. The subject line of the email will indicate the Hyperview instance where you performed the bulk action (obscured in the screenshot for privacy).

bulkdeleteemail

Furthermore, the email will mention:

  • The bulk action type that was performed
  • The start and end times for the bulk job (less than a minute for this example)
  • The number of assets affected
  • The bulk action status for every selected asset

Note

Bulk actions are executed against eligible assets. Therefore, the number of affected assets could be fewer than what you had originally selected. You should review the source page or the notification email (if the email notification option was selected) to confirm that the bulk action succeeded for the intended assets. Only the person initiating the bulk job will receive an email notification.