How do I apply an action to multiple evaluations or surveys at the same time?
You can select multiple evaluations or surveys from the list and apply the same action to all of them in bulk: Remind, Cancel sending, Finish, Delete, or Archive.
- Go to the Evaluations or Surveys list.
- Tick the boxes next to the items you want to manage. Use "Select all" if you also want to include items from other pages within the same filter.
- Choose the action you need from the bulk actions menu at the top of the list.
- Confirm the action when prompted by the system.
⚠️ Each action will only be applied to the selected items whose status is compatible:
- Remind and Finish: only for Active evaluations or surveys.
- Cancel sending: only for Scheduled ones.
- Delete: for Completed, Scheduled, or Draft ones.
- Archive: for Completed or Draft ones.
If your selection includes items with different statuses, the action will only be applied to those that are compatible. The rest will remain unchanged.
