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Update Entry Workflow Details in Bulk

You can update workflow details such as stage, assignee, due date, and comments for multiple entries simultaneously. For example, you can move all entries in the “Ready for Review” stage to the “Review Complete” stage at once.

To bulk update the workflow details for multiple entries, log in to your Contentstack account, and perform the following steps:

  1. Go to your stack and click the “Entries” icon in the left navigation panel. You can also use the shortcut key “E” (for both Windows and Mac OS users).
  2. Use the checkboxes to select the entries where you want to update the workflow stage.
  3. Click the Change Workflow Details option in the floating panel that appears. Bulk_Entry_WF_Details_Change_WF.png

    Additional Resource: Read more about how Contentstack’s Search functionality supports changing workflow details of entries in bulk.

  4. In the Edit Workflow Settings modal:
    1. Set Workflow Stage: Under Workflow Stage, select the stage to assign to the selected entries.
    2. Set Due Date: Use the date picker tool under Set Due Date to assign a due date for this stage.
    3. Assign to Users: Click the Assign to User(s) field and select user(s) from the drop-down list.

      Tip: Once an entry stage is assigned to a user, it appears as a new task in their Tasks section. Read more about Tasks.

    4. Assign to Roles: Click the Assign to Role(s) field to assign the stage to a role.
    5. Send Notifications: To send a notification email to the assignee, select the Notify via email checkbox.
    6. Add Comments (Optional): Enter comments in the Add Comment field.
    7. Apply Updates: Click Update Workflow to save changes to the selected entries.
    Bulk_Entry_WF_Details_Change_WF_Modal.png
Note:
  • You can change the workflow stage of multiple entries only if all the entries are assigned the same workflow stage and belong to the same workflow.
  • You can update the workflow stage for a maximum of 10 entries at a time, provided they share the same workflow and workflow stage.
  • You can change the workflow stage of up to 10 selected entries to a common stage. For example, you can move entries in the “Ready for Review” stage to the “Complete” stage at once.
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