Ideas

Persist Data Selection in Bulk Update to Permit More Updates

3

Persist Data Selection in Bulk Update to Permit More Updates

Core

Persist the data set used in a bulk update to permit more updates to be applied to the same selection set. For example, if you're moving people from one group to another, you have to:

select everyone,
hit bulk update,
perform the addition to the new group
use the back arrow to get back to your selection list,
select everyone,
hit bulk update,
perform the removal from the old group.

If the data selection persisted, then you could go directly from the bulk update completion screen to perform a new update on the same records. Thus:

select everyone,
hit bulk update,
perform the addition to the new group
indicate that you want to perform more updates
perform the removal from the old group.

This would save many steps, especially if performing multiple updates on the same selection set.

Submitted by Elaine Lohroff, Calvary Church · January 7, 2025 · Core

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