When mass updating records in Playbooks you will have the following options:

  • Enroll in Play
  • Remove from a Play
  • Pause People
  • Resume People
  • Mark Play successful¬†
  • Delete People¬†

How to mass update records in Playbooks:

  1. Click on the Menu button and select 'People'
  2. Do a search for the people that you would like to update
  3. Select the checkbox for each person to update
  4. Click the 'Action' drop down and select the action you would like to take
  5. Follow steps on screen to complete action

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