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Home - Main Site (Public User)»Workflow»Records Action Grid
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Records Action Grid

Action Menu

Choose an action to perform on the selected records
0 record(s) selected
1 Select Action
2 Configure
3 Confirm
✎
Change Attributes
Modify taxonomy, audiences, roles, or display status
➔
Move to another Module
Transfer selected records to a different module
✖
Delete
Permanently remove selected records from the system
⇄
Consolidate Duplicates
Merge duplicate records into a single version history
Configure your selected action
⚠
You are about to delete records The selected records will be permanently removed. This action cannot be undone. Proceed to Step 3 to confirm.
Select destination module

This will consolidate older versions of any duplicate as version histories and they will no longer appear within search results.

Define your criteria
Review and confirm your action
Action —
Records —
⚠
This page will refresh every 90 seconds Template Gallery - Workflow - Dashboard: For your review - Document Library - New IDData Sources&new=1" class="btn-add">+ Add New Record
Aging Key: 0–7 days 8–14 days 15–30 days 30+ days Status: Not Started In Progress Complete Checked Out
Document ▲▼ Category ▲▼ Thumb Workflow ▲▼ Start ▲▼ Next ▲▼ Last ▲▼ Status ▲▼ Progress ▲▼ ⏲ Aging ▲▼ ALL THREADS ▲▼ 📅 Total ▲▼ 👤 Assigned ▲▼ 👥 Next Up ▲▼ Actions
cac87ad2-ee0c-f111-91c4-005056883787 Sample Record
View Details N/A Standard 02/18/26 02/18/26 In Progress
1/3
84d ⚠ ☰ 85d total
bret test BT
N/A N/A
Workflow in Progress Edit Document
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⚙

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