How to remove Bulk Actions for a particular view in the Estimates app?

Updated on May 25, 2022 12:06AM by Admin

The Estimates app of Apptivo allows businesses to efficiently perform a single action on multiple records using the Bulk Actions option in any view. This Bulk Action can be customized from the Settings page where you can disable a particular operation.

Steps to customize the Bulk actions:

  • Log in and access the Estimates app from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings from the app header.
Estimates - Settings
  • Go to Customize App → Views from the left navigation panel. Here, scroll down to the Left Panel Views section on the Views page.
  • Select a view. Here, Show All.
Estimates - Views
  • The Update View side panel appears. Here, go to the Bulk Actions section. You can see a list of actions enabled to perform Bulk Actions.
  • Disable a particular option to prevent that action from displaying in the Bulk Actions dropdown for a view.
Estimates - Disabled
  • Hence, you cannot perform the disabled bulk action in that view.
  • Click Update to save the changes.
Estimates - Update
  • Now, navigate to the customized view, Show All. Select the records in which bulk action has to be carried out.
  • Select the Bulk Actions dropdown. You can see the disabled options are not listed.
Estimates - Bulk Actions