Actions Control

When working with a collection of records in the grid, you can use the Actions control to apply an operation to one or more records. The Actions control lists each operation that is available for the specific type of data. For example, you can use the Actions control to update the attributes of selected products, to change the status from Disabled to Enabled, or to delete records from the database.

You can make as many changes as necessary, and then update the records in a single step. It is much more efficient than changing the settings individually for each product. Applying edits to a batch of records is an asynchronous operation, which executes in the background so that you can continue working in the Admin without waiting for the operation to finish. The system displays a message when the task is complete.

The selection of available actions varies by list, and additional options might appear, depending on the action selected. For example, when changing the status of a group of records, a Status box appears next to the Actions control with additional options.

Catalog records - Change Status action Applying an action to selected records

Step 1: Select records

The checkbox in the first column of the list identifies each record that is a target for the action. The filter controls can be used to narrow the list to the records you want to target for the action.

  1. Select the checkbox of each record that is a target for the action. Or, use one of the following Actions to select a group of records:

    • Select All / Unselect All
    • Select All on This Page / Deselect All on This Page
  2. If needed, set the filters at the top of each column to show only the records that you want to include.

Step 2: Apply an action to selected records

  1. Set the Actions control to the operation that you want to apply.

    Example: Update Attributes

    • In the list, select the checkbox of each record to be updated.

    • Set the Actions control to Update Attributes and click Submit.

      The Update Attributes page lists all the available attributes, organized by group in the panel on the left.

      Update Attributes page Update Attributes

    • Select the Change checkbox next to each attribute and make the necessary changes.

    • Click Save to update the attributes for the group of selected records.

  2. When complete, click Submit.

Actions

Action Description
Select All Marks the checkbox of all records in the list.
Unselect All Clears the checkbox of all records in the list.
Select All on This Page Marks the checkbox of records on the current page.
Deselect All on This Page Clears the checkbox of records on the current page.

Actions by grid

Sales

List Actions
Quotes Decline
Orders Cancel
Hold
Unhold
Print Invoices
Print Packing Slips
Print Credit Memos
Print All
Print Shipping Labels
Move to Archive
Invoices PDF Invoices
Shipments PDF Shipments
Print Shipping Labels
Credit Memos PDF Credit Memos
Returns Close

Catalog

List Actions
Products Delete
Change Status
Update Attributes
Assign Inventory Source
Unassign Inventory Source
Transfer Inventory To Source
Shared Catalogs Delete

Customers

List Actions
All Customers Delete
Set Active
Set Inactive
Subscribe to Newsletter
Unsubscribe from Newsletter
Assign a Customer Group
Edit
Customer Groups Delete
Companies Set Active
Block
Delete
Edit
Convert Credit

Marketing

Private Sales    
  Invitations Discard Selected
Send Selected
Communications    
  Newsletter Subscribers Unsubscribe
Delete
SEO & Search    
  Search Synonyms Delete
  Search Terms Delete
  URL Rewrites Delete
User Content    
  Reviews Delete
Update Status
  Pending Reviews Delete
Update Status
Content    
Elements    
  Pages Delete
Disable
Enable
Edit
  Blocks Delete
Edit
  Dynamic Blocks Delete
  Widgets Delete
Design    
  Themes View
Reports    
Customers    
  Segments View Combined Report
Statistics    
  Refresh Statistics Refresh Lifetime Statistics
Refresh Statistics for the Last Day
Customer Engagement    
  Import Report Delete
  Automation Report Delete
  Campaign Report Delete
  SMS Sends Delete
  Cron Tasks Delete
  Abandoned Carts Delete
Stores    
Settings    
  Order Status Unassign
Inventory    
  Sources Enable
Disable
  Stocks Delete
Other Settings    
  Gift Wrapping Delete
Change Status
System    
Data Transfer    
  Scheduled Imports/Exports Delete
Change Status
Tools    
  Cache Management Enable
Disable
Refresh
  Index Management Update on Save
Update by Schedule
Invalidate index
Support    
  Data Collector Delete
  System Reports Delete
Permissions    
  Locked Users Unlock
Other Settings    
  Notifications Mark as Read
Remove