Automation and Mass Update Guide

Update thousands of records at once using manual controls or natural language AI. Automate repetitive tasks by saving your configurations as reusable buttons.

card: Mass Updates
icon: zap
Perform bulk changes to fields, relations, and localized content across selected records.

card: AI Smart Update
icon: bot
Describe your desired changes in plain English and let the AI handle the complex logic.

card: Automations
icon: workflow
Save frequent update patterns as custom buttons in your toolbar for one-click execution.

Manual Updates

Manual updates give you precise control over which fields change and what values they receive.

Basic Field Update

Update a single field across all selected records.

1. Open [navigate:/products|Products] and select the records you want to update.
2. Click **Mass update** in the toolbar.
3. Select the **Manual bulk update** tab.
4. Click **Add Fields** and choose the field you want to change (e.g., `Status`).
5. Enter the new value in the input field.
6. Click **Update all** to apply the changes.

Updating Related Records

You can update fields on related records, such as changing the price for all variants of a product.

1. In the **Manual bulk update** tab, click **Add Relations**.
2. Select the relation you want to update (e.g., `Variants`).
3. Inside the nested editor, click **Add Fields** and select the field (e.g., `Price`).
4. Enter the new value.
5. Click **Update all**.

Multi-Language Fields

Update localized content for specific languages.

1. Click **Add Fields** and select a localized field (e.g., `Name`).
2. The input will show a language indicator. Enter the value for the target language.
3. Click **Update all**.

AI-Assisted Updates

AI-assisted updates allow you to describe complex changes using natural language. The AI interprets your request and generates a preview for your approval.

**Tip:** Use the **AI-assisted smart update** tab for calculations or conditional logic that would be tedious to set up manually.

Calculated Fields

Perform mathematical operations on numeric fields.

1. Select the **AI-assisted smart update** tab.
2. Enter a prompt like: `Increase price by 10%`.
3. Click **Send**.
4. Review the calculated values in the preview.
5. Click **Update all**.

{
  "prompt": "Increase price by 10%",
  "fields": ["price"]
}

Conditional Logic

Apply updates only to records that meet specific criteria.

1. Enter a prompt like: `Set status to Active where stock > 0`.
2. Click **Send**.
3. The AI will identify which records match the condition and show the proposed changes.
4. Click **Update all**.

Date Calculations

Set dates relative to today or other fields.

1. Enter a prompt like: `Set expiry date to 30 days from now`.
2. Click **Send**.
3. Review the generated dates.
4. Click **Update all**.

Data Transformation

Normalize or reformat text data.

1. Enter a prompt like: `Normalize email addresses to lowercase`.
2. Click **Send**.
3. Verify the transformations in the preview.
4. Click **Update all**.

Advanced Automations

Turn any mass update configuration into a reusable automation.

Creating Reusable Automations

Save your current update logic as a custom button.

1. Configure your update in either the **Manual** or **AI** tab.
2. Click **Save as automation**.
3. Enter a **Name** for your automation.
4. Check **Create button** to add it to the grid toolbar.
5. Click **Save**.

Running Automations

Execute your saved automations with a single click.

1. Select the records you want to process in the grid.
2. Locate your custom button in the toolbar (it may be under the **Tools** menu).
3. Click the button to run the automation.
4. Monitor the progress in the dialog that appears.

**Warning:** Automations run on the selected records. Ensure you have the correct records selected before clicking the button.