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Bulk Actions: Act on Many Records at Once

Swifty Team Feb 9, 2026 3 min read

Operations on individual records are fine when you're working with one record. When you have 50 orders to mark as shipped, 200 contacts to assign to a new account manager, or 30 overdue tasks to escalate, opening each record one at a time is not an acceptable workflow.

Bulk actions make multi-record operations a first-class interaction.

Select, Then Act

In any list view, checkboxes appear on each row. Select the records you want to act on — individually, by range (shift-click), or all at once. A bulk action bar appears when records are selected, showing the available operations for that record type.

The selection model is familiar and fast. Most users already know how to select files in a file manager or messages in an inbox — the same interaction applies here.

Common Bulk Operations

The specific actions available depend on the record type, but core operations are always available:

Status update — change the status of all selected records in one operation. Mark 50 orders as "fulfilled." Move 30 tasks to "in review." Advance 100 leads to the next stage.

Assignment — reassign selected records to a different user or team. Redistribute a departing team member's accounts. Assign new leads evenly across the sales team.

Tagging and categorization — add or remove tags from multiple records simultaneously. Recategorize a product line. Label a group of contacts for a campaign.

Delete — remove multiple records after confirmation. Bulk cleanup of test data, archived entries, or duplicate records.

Export — export the selected set as a file. Create a targeted export of exactly the records you need, without exporting everything and filtering afterward.

Confirmation for Destructive Actions

Bulk delete and other irreversible operations require explicit confirmation. The confirmation dialog shows the number of affected records so the scope of the action is clear before it runs.

Non-destructive operations apply immediately with a success notification that includes an undo option for a brief window.

Filtered Selection

Bulk actions can be applied to filtered result sets. Filter the list to show only orders from a specific date range, then select all and mark them for review. The filter narrows the scope; bulk action applies to everything in scope.

For large operations where individual selection isn't practical, "select all matching filter" applies to every record matching the current filter criteria — not just the visible page.

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