Bulk Actions for Challenges

When you need to update multiple challenges at once, bulk actions save time. Instead of editing each challenge individually, you can select several and apply changes to all of them.

How to Select Multiple Challenges

Each row in the challenges table has a checkbox on the left side.

Selecting Individual Challenges

Click the checkbox next to each challenge you want to include. A checkmark appears to confirm selection.

Selecting All Visible Challenges

Click the checkbox in the table header (top left) to select all challenges currently visible on the page.

Note: This only selects challenges on the current page. If you have 100 challenges across 4 pages, selecting all on page 1 selects 25 challenges, not all 100.

Deselecting

  • Click a checked box to deselect that individual challenge

  • Click the header checkbox again to deselect all

  • Or click anywhere outside the selection to clear

The Bulk Actions Bar

When you have one or more challenges selected, a bulk actions bar appears. This bar shows:

  • How many challenges are selected ("5 challenges selected")

  • Available bulk actions as buttons

  • A way to clear the selection

Available Bulk Actions

Archive

Move selected challenges to the archive. Archived challenges:

  • Don't appear in the default view

  • Are preserved for historical record

  • Can be unarchived later

  • Don't affect your current metrics

Use for: Old challenges you don't need to see regularly but want to keep for records.

Add Tags

Apply one or more tags to all selected challenges. If a challenge already has the tag, it's not duplicated.

Use for: Organizing challenges after the fact, like tagging all Q1 challenges at once.

Remove Tags

Remove specific tags from all selected challenges.

Use for: Cleaning up tag organization or removing a tag you no longer use.

Delete

Permanently remove selected challenges.

Warning: Deletion is permanent. You'll see a confirmation dialog before challenges are deleted. Deleted challenges:

  • Are removed from all views

  • Remove associated ledger entries

  • Cannot be recovered

Use sparingly. Consider archiving instead of deleting.

Change Status (if available)

Some bulk actions may allow changing status on multiple challenges. This depends on the platform configuration.

When to Use Bulk Actions

Organizing historical data

If you imported many challenges and need to tag them all, bulk tagging is faster than editing each one.

Cleaning up old challenges

Archive all challenges from last year at once rather than one by one.

Applying consistent organization

Tag all challenges from a specific prop firm or all challenges of a certain type.

Preparing for analysis

Tag challenges you want to analyze together, then filter by that tag.

Limitations

Not all actions are bulk-enabled

Some actions require individual attention:

  • Updating status (depends on implementation)

  • Editing costs

  • Recording refunds

  • Converting to funded accounts

These actions have challenge-specific requirements that don't work well in bulk.

Page-based selection

You can only select challenges visible on the current page. For true bulk operations across your entire database, you may need to:

  1. Increase rows per page to maximum (100)

  2. Work through each page

Mixed selections

If you select challenges in different states (some Active, some Failed), certain bulk actions may only apply to some of them. The system typically handles this gracefully, but check results after bulk operations.

Best Practices

Double-check before deleting

The confirmation dialog exists for a reason. Review your selection before confirming deletion.

Archive instead of delete

When in doubt, archive. You can always delete archived items later, but you can't recover deleted ones.

Use filters first

Before bulk selecting, use filters to show only the challenges you want to affect. Then "select all" picks exactly what you need.

Review after bulk actions

After a bulk operation, spot-check a few challenges to confirm the action applied correctly.

Step-by-Step Example

Scenario: Tag all failed 2024 challenges as "2024 Failures"

  1. Open the Challenges page

  2. Click Filter

  3. Set Outcome: Failed

  4. Set Date Range: Custom → Jan 1, 2024 to Dec 31, 2024

  5. Click apply/close filters

  6. Click the header checkbox to select all visible

  7. If more than one page, increase rows per page or repeat for each page

  8. Click "Add Tags" in the bulk actions bar

  9. Select or create the tag "2024 Failures"

  10. Confirm the action

  11. All selected challenges now have that tag

Now you can filter by "2024 Failures" anytime to review those challenges.

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