Bulk Operations
01/05/2025
After logging in to PoolParty and selecting your project, you see the concept schemes represented as a tree on the left hand side. To use the multiselection feature, you need to activate it. Select one concept from the left-hand tree-view as the first concept in your multiselection:
The selected concept (1) will display with a dark orange highlight and its details (2) will appear in the right panel (3).
Activate multiselection by holding Ctrl while clicking on additional concepts, or by right-clicking the selected concept and choosing Start Multiselection. Once activated, checkboxes appear next to selectable concepts.
The context menu for our selected concept indicated by dark orange highlight (1) shows this concept grayed out (2) on the top, and the Start Multiselection (3) item which you click to start the multiselection.
If you, however, select a top concept you will have the option to either Start Multitselection (1) or Select All Narrower Concepts (2) under the selected top concept.
Once activated, checkboxes appear next to selectable concepts. The checkbox for the initially selected concept is automatically ticked. Check additional checkboxes to add other selectable concepts to your selection. The number of selected concepts appears on the right at the top of the tree view. Additionally, there is a trailing button (X) next to the total number of selected concepts to clear all selections.
You can tick or untick checkboxes individually or click them holding the Shift key to select or deselec a range of selectable concepts.
The image shows the originally selected concept with dark orange highlight (1), other selected concepts with light orange highlight (2), unticked checkboxes for selectable concepts, the total number of Selected (3) concepts (3) at the top of the tree view, and on the right panel the Details view of the originally selected first concept (1a).
With multiselection, you can perform these bulk operations:
add multiple concepts to collections in one action
delete multiple concepts simultaneously
Upcoming releases will introduce additional multiselection capabilities, including more operations and the ability to select items across different hierarchy levels.
The image above shows the selected concepts (1) highlighted in orange, and the context menu accessible via right-click. This menu shows two operations: Add Concepts to Collections (2) and Delete Selected Concepts (3).
Right-click a selected concept to open the context menu. With multiple concepts selected, choose Add Concepts to Collections to open this dialog (1):
In the dialog click the input field (2) to select an existing collection (3). You can specify multiple collections if these are configured. Verify the list of concepts to be added(4) and click Confirm (5) to add the concepts or Cancel (5) to abort. After selecting the collection this window will appear as follows:
If no collections are set for your project you will not be able to add selected concepts to a collection. In this case, cancel the operation, create a collection and then add the selected concepts to it.
Verify whether these concepts were added to the selected collection and view the selected collection which in our example looks like this:
You see the selected concepts (1) with an orange highlight on the left. Below, you see the collection we used in our example (2) also highlighted in orange. The right hand side shows the actual collection (2) and the two added concepts (3).
Right-click a selected concept to open the context menu. Choose Delete Selected Concepts from the context menu. A dialog (1) opens prompting to confirm the deletion.
Carefully review the confirmation dialog. Note that all selected concepts AND their children (2) will be permanently deleted. Verify the list of concepts to be deleted. Click Confirm to proceed or Close to cancel.