Mass Add button/action

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  • Updated 1 year ago
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Hi,

I searched and searched but couldn't find an answer to this.

Is it possible to create a "mass add to" button on a contact or opportunity list view? For example: in classic Salesforce, in the Contacts tab or when a contact report is run, there is an option (button) to mass add the contacts to a campaign. I would like to replicate that feature in Skuid for contacts to campaigns and opportunities to a custom object.

Thanks!
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Kris

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Posted 1 year ago

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Matt Sones, Champion

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Sounds like a mass action on a table. Create your table (on Contacts, for example) and a mass action that will add a row to your parent model (Campaign, in this example) with a condition that links the two.

Then you can check all of the rows from Contacts that you want to add to a campaign, and hit your mass action.
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Kris

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Thank you, Matt - I'll try that!