Custom Buttons for Mass Actions

​

Hello everyone,

We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View.

What’s new?   

Until now, custom buttons were available only on individual record pages. With this update, you can now create bulk action custom buttons that work on multiple records at once.

In the List View, these buttons will appear on the top toolbar and become active as soon as you select one or more records. This makes it easier to take quick action on multiple candidates, jobs, or clients in just a few clicks.

Availability

Available for	Profile Permissions	Only users with the Customize Zoho Recruit permission can create and manage custom buttons and links. Access to each button or link can be restricted by user profile.
	Editions	Staffing Agency and Corporate HR
	Plans	Available only for the Enterprise plan
	Modules	Custom Buttons & Links are available for all predefined and custom modules.

Benefits of bulk action buttons

• Save time:
  Perform updates or trigger actions on multiple records simultaneously.
  
• Consistency:
  Apply the same process or action across multiple records, reducing manual effort.
  
• Ease of access:
  Bulk buttons are right on the module toolbar for quick selection.

Creating Custom Buttons

1. Go to Settings > Setup > Customization > Modules.
   
2. Select the required module.
   
   
3. Under the Links & Buttons tab, click Create Your First Button.
   
   

In the Create Your Button page:

1. Name your button (max 30 characters).
   
2. Select a button placement.
   
   
   
1. Create/Clone Page
   
2. Edit Page
   
3. Record Details Page
   
4. List View - Mass action
5. List View - Button for each record
   
3. Select or define the button action (mandatory).
   
   The button will then appear on the top toolbar in the List View, and becomes active when you select one or more records
   
   

Have questions or suggestions? Feel free to leave a comment below or check out our help guide for step-by-step instructions. Need assistance with this update? Reach out to us anytime at support@zohorecruit.com.

Happy automating!

Regards,

Team Zoho Recruit

• Topic Participants

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