Field Form Bulk Actions: Web

Rhumbix Field Forms allows you to Bulk Edit, Bundle, Share, and Update the Status of your forms from a right rail feature.

Customer Service Team avatar
Written by Customer Service Team
Updated over a week ago

Rhumbix Field Forms allows you to View, Bundle, Share, Update the Status, and Bulk Edit your forms from a Right Rail feature.

View:

To View your forms in bulk format, follow the below steps:

Select:
Click on your desired form under Field Forms.

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Filters:
Apply desired filters.

View Button:
Select the form(s) you want to see in bulk format and click the View button to review the forms.

Right Rail View:
After selecting View, the Rhumbix Right Rail will appear on your screen with your selected Field Forms.


Navigation:
To navigate between forms after your selection, you can utilize the left and right arrows in the upper right-hand corner of the right rail or utilize your keyboard < > arrows.

Exit:
When finished viewing your forms, select the Done button at the bottom left of the Right Rail to return to your Field Form list view.


Bundle:

To Bundle your form from the Right Rail, follow the below steps:

Select Field Form and Apply Filters:
Apply desired filters making sure to filter by a selected Project

View Button:
Select the form(s) you want to see in bulk format and click the View button to review the forms.

Right Rail View:
After selecting View, the Rhumbix Right Rail will appear on your screen with your selected Field Forms and the option to Bundle located on the blue navigation bar.

Bundle:
Select Bundle, and the created bundle will appear in the right rail.

Edit your bundle and Create:
Review and apply the required information to bundle and select Create or Cancel at the bottom left of the Right Rail to return to your Field Form list view.


Share:

To Bulk Share your form from the Right Rail, follow the below steps:

Select Field Form and Apply Filters:
Apply desired filters

View Button:
Select the form(s) you want to see in bulk format and click the View button to review the forms.

Right Rail View:
After selecting View, the Rhumbix Right Rail will appear on your screen with your selected Field Forms and the option to Share located on the blue navigation bar.

Share:
Select Share, and follow the steps in the Guest Mode/Share Article.

Update Status:

To Bulk Update Status from the Right Rail, follow the below steps:

Select Field Form and Apply Filters:
Apply desired filters

View Button:
Select the form(s) you want to see in bulk format, ensuring they all have the same status, and click the View button to review the forms.

Right Rail View and Update Status:
After selecting View, the Rhumbix Right Rail will appear on your screen with your selected Field Forms and the option to Update Statuses on the blue navigation bar. Update Status.

Confirm your status update and either select Continue or Cancel

Exit:
When finished updating, select the Done button at the bottom left of the Right Rail to return to your Field Form list view.

Edit:

To Edit your forms in bulk format, follow the below steps:

Select Field Form and Apply Filters:
Apply desired filters making sure to filter by a selected Project.


Edit Button:
Click on the Edit button.

Note: To Bulk Edit, you must filter on a single project, and each form must be in the same status.

Right Rail View:
After selecting Edit, the Rhumbix Right Rail will appear on your screen with your selected Field Forms ready for Edit.

While editing your forms in Bulk Edit, you may see "Multiple Values" in specific fields if different values occur within your field form selection.

Save:
When finished viewing your forms, select the Apply to # forms button OR Cancel at the bottom left of the Right Rail and return to your Field Form list view.

You can always find more information on our Field Forms here in our Support Center.

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