Overview

If a job template has been created and would apply to multiple entities, using the bulk attach feature will make the process of attaching the job template to the entities much faster and more efficient.

Navigation

From the Main toolbar, go to Workflow
Select Workflow Overview

Add to multiple entities

Select the Job Template that you wish to assign to multiple entities in Simple Fund 360.

Then Scroll down to the bottom of the popup and select the Select entities drop-down under bulk attach.

Click on the entities that the job template is being assigned on the left side to move the entities to the "Attached to template" on the right.

There is also the option to further refine the search for entities by using the filter located on the right side of the search bar

The filter allows for the search of specific entity types. The Label drop-down lets only the entities with the selected tag be shown.

The hide duplicates toggle will hide all entities that are attached to a job template that was duplicated from the currently selected template.

Once all of the entities that are being attached to the job template are on the right side, click Attach.

Then a pop-up will appear to select the start and due dates for the entities. The entities can be bulk updated all with the same dates, or individually chosen. once the dates have been entered click Attach.

You are also able to Bulk unattach, click on the drop-down, move the undesired entities to the right side of the bulk unattach pop-up, and click Unattach.