One of the questions we ask when helping someone launch a new form is what happens after the form is submitted? With our Stages, Tags, Assignments and Triggers functionality you have robust ways that you can track and process forms so that your online services are efficient and smooth.

Previously, whenever you needed to change a stage, or assign a submission, you needed to do it one at a time. We're excited to now offer the ability to make the changes in bulk to multiple submission at once!

In order to use this feature you will first select one or more submissions in the submissions manager:

After making your selection you will see a series of additional buttons appear in the top right corner of the Submissions Manager:

From left to right you will have the option to make changes to Stages, Assignments, and Tags.

Stages

After selecting the Stage icon you will have the following options:

Move to Stage - This will allow you to move all selected submissions into a particular stage

Remove Existing Stages - This will allow you to remove any stages applied to the selected submissions.

Find and Replace - This will allow you to find submissions marked with a particular Stage and replace them with another Stage.

Assignments

After selecting the Assignees icon you will have the following options:

Add Assignees - This allows you to Assign users to the selected submissions.

Replace Existing Assignees - This allows you to replace the users currently assigned to the submission with different users

Remove Existing Assignees - This allows you to remove all users currently assigned to the selected submissions.

Find and Replace - This allows you to find certain users on the selected submissions and replace them with another user to be assigned to the selected submissions.