Filter the Record Set Before Performing Bulk Execution

NOTE: Bulk Execution must be enabled for a page by a page Designer.

Filtering the record set before performing Bulk Execution allows the user to process an event against a subset of records versus all records thereby directing the user to the records on which they need to concentrate their efforts. The record set can be filtered before performing Bulk Execution.

  1. To filter the record set before performing Bulk Execution:

  2. Select Filter from the page gear menu; the filter page displays.

  3. Enter the filter criteria for the fields.

  4. Click Ok.

  5. Select Bulk Execution from the page gear menu; a confirmation message/warning the user that the current record set is filtered displays.

  6. Click Ok.