Use Selected to Bulk Add Records

Creating multiple records by allowing users to assign a list of selected records to ForeignKey fields in bulk

Overview

The “Use Selected to Bulk Add Records” feature streamlines the process of creating multiple records by allowing users to assign a list of selected records to ForeignKey fields in bulk. Traditionally, using the bulk create function required manually selecting different related records for each new entry—an error-prone and time-consuming task. This new feature eliminates that hassle by enabling batch assignment, significantly reducing manual effort and the likelihood of mistakes.

How to use

Follow these steps to assign selected records to each of items in the bulk add:

1. Open the List View:

   1. Navigate to the Table List View to display all records from the table you’re working with. This view allows you to browse and interact with the data more easily.

   2. Apply Filters (Optional): Use the Filters panel to narrow down the records shown. This is helpful if you’re looking for specific entries based on criteria such as status, category, or date.

   3. Access the Record List By the ForeignKeys Widget (if applicable): If you’re working from a Record List by ForeignKey section, you can also open the record list by clicking the List View icon directly from the widget. This will display records relevant to that specific relationship.

2. Select the Records:

   In the list view, check the boxes next to the records you want to include. You can select multiple records at once.

3. Bulk Add Records with Selected Entries:

   At the top of the list, click the “Use Selected” dropdown and choose “Add Records in bulk”.

4. Load selected data to fields:

   In the step where you update values for a ForeignKey or ForeignKeys widget, click “Load Each from X Selected” or “Load Each from X Selected (Reverse)” to assign the selected records to each item accordingly.