How to Bulk Delete Cards
Learn how to delete multiple cards simultaneously in octapipe by selecting them through filters and confirming the Mass Removal
Support Team
Last Update 8 months ago
This guide shows how to delete multiple cards at once by applying filters for selection and using the mass delete feature safely.
1st Step: Accessing the Pipelines/Cards Module
In the upper left side menu, click “Pipelines” or “Cards” to open the list of available cards.
1st Step: Accessing the Pipelines/Cards Module
In the upper left side menu, click “Pipelines” or “Cards” to open the list of available cards.
2nd Step: Applying Filters to Select Cards
- Click the "Filter" button represented by the funnel icon in the upper right corner of the Cards bar.
- In the "Filter" modal, configure Field, Operator, and Value to determine which cards will be removed.
- Click "Apply Filter" to display only the cards that match the criteria.
3rd Step: Starting the Mass Removal
- With the cards filtered, click the "Bulk Delete" button represented by the trash icon in the header, next to the "Bulk Update" button represented by the copy icon.
- In the confirmation window that appears, review the message
- Click "Confirm" to delete all selected cards. The card list will automatically refresh, removing all deleted records.
Best Practices:
• Always review the filter to ensure that all selected cards are the ones you actually want to delete.
• Check dependencies to confirm that cards linked to automations, reports, or critical customizations will not be affected.
• Create a backup by exporting or noting the list of filtered cards before performing the Mass Removal.
• Inform your team about the bulk deletion to avoid confusion or rework.
Conclusion:
You have learned how to remove multiple cards in bulk, from selecting them through filters to confirming the final deletion. If you have any questions, contact our support team.
• Always review the filter to ensure that all selected cards are the ones you actually want to delete.
• Check dependencies to confirm that cards linked to automations, reports, or critical customizations will not be affected.
• Create a backup by exporting or noting the list of filtered cards before performing the Mass Removal.
• Inform your team about the bulk deletion to avoid confusion or rework.
Conclusion:
You have learned how to remove multiple cards in bulk, from selecting them through filters to confirming the final deletion. If you have any questions, contact our support team.