Perform Actions

The Perform Actions feature on the PiCortex platform allows you to perform actions on multiple records at once, saving you time and increasing productivity. Here's how to use the Perform Actions feature to manage your records efficiently:

1. Select Records

To perform actions on multiple records, you first need to select the records you want to work with. You can do this by clicking on the checkboxes next to each record, or by selecting all records using the checkbox in the header row.

2. Choose Action

Once you have selected the records you want to work with, you can choose the action you want to perform. The available actions will depend on the section you are working in, but may include:

• Delete: Deletes the selected records.
• Update: Updates the selected records with new information.
• Export: Exports the selected records to a CSV file.
• Add to List: Adds the selected records to a list.

3. Configure Action

After you have chosen the action you want to perform, you may need to configure it. For example, if you are updating records, you will need to specify the new information you want to add. If you are exporting records, you will need to choose which fields you want to export.

4. Perform Action

Once you have selected the records, chosen the action, and configured it if necessary, you can perform the action by clicking the "Perform Action" button. The action will be applied to all selected records.

Tips for Using Perform Actions

Here are some tips for using the Perform Actions feature effectively:

• Be careful when deleting records, as this action cannot be undone.
• Use the "Export" action to create backups of your records.
• Use the "Add to List" action to group records together for future reference.
• Double-check your configuration before performing an action to ensure that it is applied correctly.

Conclusion

The Perform Actions feature on the PiCortex platform allows you to perform actions on multiple records at once, saving you time and increasing productivity. By selecting records, choosing an action, configuring it if necessary, and performing the action, you can efficiently manage your records. Use the tips provided to make the most of this feature and streamline your record management process.