What this does: Bulk Actions let you archive, delete or restore multiple requests at once, rather than doing them one by one. This is useful for end-of-period cleanups, clearing or archiving completed requests from your active view or restoring a batch of archived requests.
How to use Bulk Actions
- Go to the Requests dashboard.
- Tick the checkboxes on the left of each request you want to include. You can also tick the checkbox in the header row to select all visible requests.
- The Bulk Actions menu will appear. Choose from:
- Archive: moves selected requests to the Archived view. They remain accessible but don’t count toward your active request limit.
- Delete: permanently removes the selected requests. This cannot be undone.
- Restore: (available in the Archived view) moves archived requests back to active.
Note: Deleted requests cannot be recovered. If you’re not sure, archive rather than delete.
Archiving vs. deleting
Archive when: the request is complete and you want to keep the record but clear it from your active view.
Delete when: the request was created in error or you no longer need any record of it.