Bulk Actions

You apply the same status action to several records from the Publications list. The system first shows a preview that changes nothing. After you confirm, the action is applied record by record.

1. On the Catalogue → Publications screen, find the records with the filters.
2. Select the rows with the boxes on the left. The box in the header row selects all rows on the page.
3. In the bar that opens above the list, press the button of the action.
4. Type the reason. Unpublish and Archive need a reason of at least 5 characters. For the other actions the reason is optional.
5. Press Preview.
6. In the preview, read the result for each record.
7. Press Apply. The button shows the number of records the action will be applied to.

The results are listed in the same window. Successful records change, and records that do not qualify are skipped with their reasons.

Contents of the preview

For each record, the preview says on the row that the action will be applied or why the record will be skipped. An action that will be applied is shown as a status change, for example "In review → Published". The reasons for skipping are these:

• The record's status does not allow the action.
• Fields required for publishing are missing in the record.
• Someone else changed the record after you opened the list.
• The editor approval rule is on, and the record is in draft or you sent it for review yourself.

The preview tries the real action in the same order and then rolls it back. Because of this, its result is the same as the real action's. For example, if a book earlier in the list will be published, that book's chapter also passes in the preview.

Selection and permissions

The selection covers only the rows of the page that is open. When you change the page or the filters, the selection is cleared. Submit for review needs the catalogue edit permission, and the other actions need the catalogue publish permission. Only the buttons of the actions you have permission for appear.