Bulk document deletion: Difference between revisions

Revision as of 08:41, 8 December 2023

There are several ways to delete a large number of documents at once. Let's say you need to free up storage space occupied by old documents:

Select the documents you want to delete in the Documents section and delete them.

In the Projects, Tasks or Contacts section, select all or some tasks (contacts) (for example, by filtering them with the filter according to the desired conditions) and select the bulk action Delete all files:

This option is useful for selecting projects, tasks, or contacts containing outdated information and specifying a specific date of relevance before the files are deleted.

Bulk deletion of documents up to a specific date can also be done with an automatic script activated by script triggers:

With an automatic script, you can delete files that contain a specific word in their name, as well as files with a specific extension:

@@ Line 1: / Line 1: @@
-There are several ways to delete a large number of documents at once. Let's say you need to free up storage space taken up by old documents:
+{{#seo:
+|title=Bulk document deletion
+|titlemode=append
+|keywords=planfix, search, documents, files, document deletion, file deletion
+|description=Bulk document deletion
+}}
+There are several ways to delete a large number of documents at once. Let's say you need to free up storage space occupied by old documents:
-*Select the documents you want to delete in the [[Documents]] section and [[Deleting a document | delete them]].
+*Select the documents you want to delete in the [[Documents]] section and [[Deleting a document|delete]] them.
-*In the [[Projects]], [[Tasks]], or [[Contacts]] section, select all or some tasks/contacts (you can use a [[Task filters | filter]] to help) and select the [[Bulk task actions | bulk change]] '''Delete all files added before''':
+*In the [[Projects]], [[Tasks]] or [[Contacts]] section, select all or some tasks (contacts) (for example, by filtering them with the [[Task filters|filter]] according to the desired conditions) and select the [[Bulk task actions|bulk action]] '''Delete all files''':
-https://s.pfx.so/pf/Ok/Mc8n7C.png
+https://s.pfx.so/pf/NR/lkca1m.png
-This method is useful because it lets you select projects, tasks, or contacts that may contain outdated information, and you can use the document date to help.
-*You can also use scripts to delete documents added before a certain date. You'll need to set the conditions as follows:
+:This option is useful for selecting projects, tasks, or contacts containing outdated information and specifying a specific date of relevance before the files are deleted.
-https://s.pfx.so/pf/sb/HhI58Q.png
+* Bulk deletion of documents up to a specific date can also be done with an automatic script activated by script triggers:
+https://s.pfx.so/pf/ZI/NtZw7N.png
+*With an automatic script, you can delete files that contain a specific word in their name, as well as files with a specific extension:
+https://s.pfx.so/pf/K3/fof5iB.png
 == Go To ==
+*[[Deleting a document]]
 *[[Documents]]
 *[[Feature Description]]