Sometimes you will need to perform a workflow action on many documents in the same time. How To do this is shown here.
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Steps¶
For example when you close you accounting period, you will have to make sure every transactions are either closed or canceled. In TioLive you can change the workflow state of many documents of the same kind in only one single action. The procedure goes as follows:
You can either select manually the documents, thanks to the check boxes at the beginning of each line. You can also filter the list in such a way that will appear only the document you want to change (Learn How to filter a list). You can use the icon above the check box to select all the lines on the list. By default, if no document is selected, the action will concern all documents from the list, in other words, selecting nothing is equivalent to selecting everything.
- The second Dialog Box is the usual dialog to change the state. If you have checked the box, you can see the list of documents.
A message will let you know that modification is in progress. Don't forget to refresh your page so you will see the applied changes.
Important Note: Some workflow transitions might fail if few conditions are not respected (ex: You can't close an invoice with no third party associated with it). In that case, you will not see the warning message, the action will just not be performed. The warning message will be visible from the History tab of the document.
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