Batch Managing Resources

Slate allows for the management of one or more selected objects—deliver mailings, forms, Inbox messages, and queries—using the Batch Management feature. The following actions can be taken:

 

Tool Batch Management Options
Database (Fields, Prompts, Periods, Rounds, etc.)
  • Folder
  • Status
 
Deliver
  • Archive
  • Unarchive
  • Assign Realm
  • Folder
  • Ready for Review
  • Not Ready for Review
  • Stop Mailing
File Editor
  • Folder
  • Delete
 
Forms/Events/Scheduler
  • Assign User
  • Assign User 2
  • Deadline
  • Activation Date
  • Description
  • Duration
  • Time of Day
  • Folder
  • Location
  • Trip
  • Status
  • Privacy
  • Registrant Limit
  • Waitlist Limit
  • Title
  • Internal Name
  • Delete
Inbox
  • Assign
  • Open
  • Resolve
  • Delete
  • Restore
  • Update Tag
  • Flag as Junk
  • Unflag as Junk
  • Star
  • Unstar
  • Update Field
Queries
  • Archive
  • Unarchive
  • Assign User
  • Assign/Clear Realm
  • Delete
  • Folder
  • Share
  • Unshare
Rules Editor
  • Folder
  • Status
  • Delete
 

Batch Management Procedure

  1. Select objects in one of two ways:
    • One at a Time: Ctrl-click (Command-click for Mac) and select an object:

      1

    • Several at a Time: Ctrl-click (Command-click for Mac) to select an object, then Ctrl-shift-click (Command-shift-click for Mac) an object at the end of all of the objects to be selected.

      2

  2. Select the gear icon.
  3. Select the Action to take, then select Submit.
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