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Description
Scope & Context
Context:
Added a Bulk Update feature to allow users to modify multiple records simultaneously. This addresses the need for efficient data management when dealing with large datasets.
Scope:
Enabling a "Bulk Update" flow that can be triggered for a filtered list of records (e.g., current view). The feature guides the user through selecting fields to modify, inputting new values, and executing the update with real-time progress feedback.
Current behavior
Currently, users must open and update records one by one.
To change the "Status" of 10 different opportunities, the user has to navigate to each record detail page or use the inline cell editor 10 separate times. This is repetitive and time-consuming.
Expected behavior
Users can trigger "Update Records" from the command menu or action bar.
- Choose Fields: A step where users select which properties they want to modify (e.g., check "Status" and "Assignee").
- Input Values: Users provide the new values for the selected fields.
- Execution: Upon confirmation, the system updates all matching records in the background.
- Feedback: A progress indicator shows the number of processed records, and a toast notification confirms completion.
Key interactions:
- Users can clear a field's value (set to null) by selecting the field but leaving the input empty.
- The operation supports cancelling midway.
Screen.Recording.2025-12-07.at.19.23.14.mov
Technical inputs
Core Functionality:
- Incremental Batch Processing: Updates are performed in small batches (using
useIncrementalUpdateManyRecordsto handle large datasets without timing out or freezing the UI. - Global Feedback: Integrated with the Snackbar system to notify users of success or errors across the application.
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