Fulcrum provides the ability to bulk update or delete records using either the data viewer or the API.
Use bulk delete with caution. Unless you’ve exported and backed up your data, once a record has been deleted from the system, it cannot be recovered from within Fulcrum.
Bulk Actions in the Data Viewer
Open the data viewer for an app.
Filter the data viewer to the records you want to update or delete. See this article for information on how to filter records in this view.
Select the record count menu to initiate bulk actions.
Delete:
Confirm your delete action by entering the number of records you are updating or deleting and select 'DELETE'.The records will be permanently deleted so you may want to export and backup your data prior to confirming the bulk delete action.
Edit:
Confirm your update action for status, assignment, or project by choosing the new value to update and then select 'CONFIRM'.
You can continue to work while the bulk action processes in the background. To monitor the progress of your bulk action, open the Activity Center. Items will stay in the Activity Center for 7 days before they are automatically removed.
When the bulk action process completes, there will be a record of it in both the Audit Log and Changesets.
Notes
If you do not see the record count as a menu button, you may not have permission to complete bulk actions. There are permissions called ‘Bulk Delete Records’ and 'Bulk Edit Records' that is included with the owner role and can be given to custom roles.
There is a bulk action limit of 10,000 records in one action.
If you have a Workflow set up to trigger upon record deletion, when you perform a bulk delete:
Workflows will not occur by default - this is to prevent thousands of messages from being sent all at once.
Webhook actions will occur.
Pro Tip: Delete records you just imported in a few clicks
Sometimes a mistake is made when importing records and you need to get rid of those imported records. Here is a really fast way to do that:
After importing, go to the Changesets tab on the App Dashboard.
Select the link that represents the changeset related to the import. That will take you to the data viewer but filtered down to only the records in that changeset; i.e. the view will be filtered to show only the records you just imported.
Select Delete from the Bulk Actions menu.
Bulk Actions via the API
You may also perform a bulk actions operation via our API. Check out our Batch API documentation to get started.
Bulk Actions Permissions
Only users with the ‘Bulk Delete Records’ permission can perform a bulk delete.
Only users with the 'Bulk Edit Records' permission can perform bulk edits.
These permissions are both included with the 'Owner' system role and can be given to custom roles.
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