Prerequisite - The Rating Field is only available with the Web Insights Extension, more information on Web Insights can be found within our Knowledge Base . In this example we want to reassign any ...
- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Mailing Lists
- Marketing Campaigns
- Upload Library
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- Installing the Event Management Portal
- Amending Event Portal Parameters
- GatorMail Integration
- Creditsafe Integration
- People & Organisations
Electronic Signing Tools
- People, Organisations & Cases with DocuSign
- Setting up the DocuSign Integration
- Taking Payments with DocuSign
- Creating a Document with a DocuSign Template
- Creating a Document with a Workbooks PDF
- Managing DocuSign Documents
- Adobe Sign Integration
- Docusign Integration
- Introduction to Reporting
- Using Reports
- Exporting Reports
- Advanced Reporting
- Compliance Record
- Data Enrichment
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Postcode Lookup
- SharePoint Integration
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Scheduled Bulk Actions
Bulk Actions can be scheduled to run at various frequencies, this allows you to update or create new Records automatically rather than running the same Bulk Action manually.
Any Bulk Action can be scheduled from a Report or Landing Page to run hourly, daily or monthly; the Bulk Action will then apply the same action to the chosen view every time it is run.
Setting up a Scheduled Bulk Action
From a Landing Page or Report select the Bulk Action button and then choose from the list of available Bulk Actions.
Configure the Bulk Action as you require, you will then have the option to run the Bulk Action, or Run on a Schedule, you will need to select Run on Schedule.
Selecting Run on a Schedule will open a new dialogue box where you will need to configure your new Scheduled Bulk Action. You will need to name you Bulk Action as well as set the frequency that this will run in your database. Further to this a User needs to be chosen to be notified when the Bulk Action runs, there is a setting so that this User will only be notified when the Bulk Action Fails.
Note - notifications will be sent as per the User’s notification settings within their Preferences.
Managing your Scheduled Bulk Action.
Once the Scheduled Bulk Action is set up, new Tabs and Buttons will become available to help you manage the Bulk Action.
History - This shows you all of the previous Bulk Actions that have been run allowing you to review failed Bulk Actions easily.
Target Records - This tab gives you a sample of the Records that you will be updated, Filters can be applied and saved to the Bulk Action to make it more specific. For example a Scheduled Bulk Action that runs daily may only need to run on Records that were updated today.
Note - running the same bulk action on the same records may cause the Bulk Action to fail and become disabled, so filters like this should be added wherever possible.
Run Now - Selecting this button will run the Bulk Action now rather than waiting for the next time that is is scheduled.
Edit Bulk Action - Editing the Bulk Action allows you to change the values that the Bulk Action will be performing. Selecting this button will open a new dialogue box within the Bulk Action so that you can change the Fields that are updated and the values that are used.
Note - you are unable to use this to change the type of Bulk Action that is run. If you originally chose to update Records you will not be able to use this button to then Reassign the Records.
Copy - Copying the Bulk Action creates a new identical Scheduled Bulk Action. This can be used if you have a similar Bulk Action that needs to be performed on a different interval, rather than creating a Scheduled Bulk Action from Scratch.
Once you have Saved and Closed your Bulk Actions you can go back and review these from the Bulk Action Landing Page (Start > Bulk Actions), where you can review “My Scheduled Bulk Actions” and “All Scheduled Bulk Actions”
We have created step by step examples of how to setup and configure Scheduled Bulk Actions, these can be found on the Forum. The examples are: Reassign Sales Leads with a Hot Web Insights Rating and Change an Opportunity Stage when there has been no activity for seven days.