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Mass Add button/action

  • July 10, 2024
  • 2 replies
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Forum|alt.badge.img+5

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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2 replies

Forum|alt.badge.img+18

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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Forum|alt.badge.img+5
  • Author
  • 56 replies
  • July 10, 2024

Thank you, Matt - I’ll try that!

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