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Ebla Mass Action

Run a manual workflow or execute a one-time formula on multiple records from an EspoCRM list. Available in Ebla Mass Action.

Overview

Ebla Mass Action adds two actions to EspoCRM list views:

  • Run Workflow runs an eligible manual workflow on selected records or all records matching the current list filter.
  • Execute One Time Formula runs an entered formula on explicitly selected records.

Use these actions for controlled bulk updates, assignments, notifications, data corrections, and other repeatable operations.

Mass Action

Requirements

  • EspoCRM 8.0 or later.
  • PHP 8.1 or later.
  • The Run Workflow action requires EspoCRM Advanced Pack.

After installing or updating the extension, rebuild EspoCRM and clear the browser cache if the new actions are not visible.

Extension video

Mass Actions

Run Workflow

Run Workflow lists active manual workflows for the current entity type.

The action is available when:

  • At least one active manual workflow is available for that entity type.
  • You meet the workflow's configured record access and team requirements.

To run a workflow:

  1. Open the list for the workflow's target entity type.
  2. Select specific records. To process the entire filtered result, choose Select All Results when available.
  3. Open the Mass Action menu and click Run Workflow.
  4. Choose a workflow from the list.
  5. Confirm the action if the workflow requires confirmation.

EspoCRM checks the selected workflow's access rules and conditions for each record. Records that do not meet those rules or conditions are skipped, and the completion message reports how many records were processed.

Large Select All Results operations run as a background mass action. EspoCRM displays progress and can notify you when processing finishes.

Run Workflow

Execute One Time Formula

Execute One Time Formula runs an EspoCRM Formula expression independently on each explicitly selected record. It does not create a saved workflow or formula configuration.

This action is available only to administrators.

To run a formula:

  1. Select one or more records from a list.
  2. Open the Mass Action menu and click Execute One Time Formula.
  3. Enter a formula expression.
  4. Click Run.
  5. Review the processed-record count shown after completion.

For example:

ifThen(assignedUserId != null, status = 'Assigned')

This action can update many records immediately. Test the formula on a small selection first and make sure a current backup is available.

Select All Results is not supported for one-time formulas. Select the records explicitly before running the action.

Execute One Time Formula

Troubleshooting

Run Workflow is not shown

Check that Advanced Pack is installed, the entity has an active manual workflow, and your user has the required entity and workflow access. Also verify any team restrictions configured on the workflow.

Execute One Time Formula is not shown

This is an administrative operation. Sign in with an administrator account, then rebuild EspoCRM and clear the browser cache.

Some records were not updated

Confirm that the records still exist and that the formula is valid for the selected entity type. For workflows, verify the workflow's access rules, teams, conditions, and target entity type.

Change Log