Bulk Actions in Fleetio

In this article, we will review the concept of Bulk Actions by using the Vehicle Index as an example.

Update Your Records in Bulk

Watch the video below to explore the functionality, showing how Bulk Actions can be applied to the Vehicle Index.

How to Update Multiple Records with Bulk Actions

1. Select multiple records in your index by using the multi-select checkboxes.
2. Click the Actions Drop-down Menu and select Update.
3. Add the record fields you would like to update. You may add additional fields by clicking the Add Field button to add a maximum of five.
4. Choose the action you would like to take with each field in the Value section (Replace, Add to Existing, or Remove all Values). Note that all options may not be available in the value field if there is already existing data to update or if this is a required field.
5. Then, select the new value you would like that action to add or replace.
6. Click Continue to Review to ensure all changes are accurate.
7. Click Update to finalize the changes. You will then see a message on the bottom right that the records have been updated.

Modules with Bulk Actions:

• Vehicles Index
• Tools Index
• Work Orders Index
• Issues Index
• Vendors Index
• Contacts Index
• Vehicle Renewal Reminders Index
• Contact Renewal Reminders Index
• Fuel History Index
• Service History Index
• Parts Index
• Expense Entries Index
• Purchase Orders Index
• Vehicle Assignments Index
• Documents Index
• Telematics Devices Index
• Inspection History Index