Core Features

Bulk Operations

Save time by editing multiple submittals at once. Sandspit's bulk operations let you update custom fields and respond to workflows for many items simultaneously.

Selecting Multiple Items

Before you can perform bulk operations, you need to select the submittals you want to modify.

Selection Methods

Click checkbox — Select individual rows using the checkbox column
Shift+Click — Select a range of consecutive rows
Ctrl/Cmd+Click — Add individual rows to your selection
Select All — Use the header checkbox to select all visible rows

The toolbar shows how many items are selected. Selected rows are highlighted in the grid.

Filter First

Apply filters before selecting. This makes it easy to select all matching items with the "Select All" option.

Bulk Edit Custom Fields

Update custom field values for multiple submittals at once:

Select the submittals you want to update
Click Bulk Edit in the toolbar
Choose the custom field to modify
Enter the new value
Click Apply

The changes are applied to all selected submittals and synced back to Procore.

Supported Field Types

Field Type	Bulk Edit Support
Text	✓ Set same value for all
Dropdown	✓ Select from available options
Date	✓ Set same date for all
Checkbox	✓ Check or uncheck all
Number	✓ Set same number for all

Permissions Required

You can only bulk edit submittals you have edit access to in Procore. Items you can't edit will be skipped.

Bulk Workflow Responses

Respond to workflow steps for multiple submittals simultaneously:

Select submittals that need your response
Click Bulk Respond in the toolbar
Choose your response (Approved, Rejected, etc.)
Add optional comments
Attach any necessary files
Click Submit Response

Response Types

Available response types depend on your project's configuration in Procore, but typically include:

Approved
Approved as Noted
Rejected
Revise and Resubmit
Reviewed
For Information Only

Workflow Requirements

Bulk respond only works for submittals where you're an active approver and it's your turn in the workflow.

Best Practices

Use Filters Effectively

Set up filters to show exactly the items you want to modify before selecting. This reduces errors and makes "Select All" more useful.

Review Before Applying

Always review the count of selected items before applying bulk changes. The confirmation dialog shows exactly how many items will be affected.

Start Small

If you're new to bulk operations, start with a small batch to verify the results before processing larger sets.

Check Results

After a bulk operation, review a few of the modified items to ensure the changes were applied correctly.