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Master Bulk Actions: Managing Your Network at Scale

Updated Feb 9, 20263 min read

Managing five screens is easy. Managing five hundred requires a different set of tools. Citadel’s Bulk Actions feature allows you to update your entire network in seconds, rather than hours.

Whether you need to tag a new batch of devices, deploy a holiday channel to 50 locations, or correct a mistake, the Bulk Actions system is your "Mission Control."

Bulk Management Overview

1. Understanding the Hierarchy#

To use Bulk Actions effectively, it helps to understand the "flow" of Citadel’s structure. Bulk options change depending on which page you are on, because the hierarchy moves in one direction:

  • Assets (Content) ➔ go into Playlists

  • Playlists ➔ go into Channels

  • Channels ➔ go onto Screens

Note: Tags are universal. You can apply tags in bulk to items at any level of this hierarchy.

2. How to Trigger a Bulk Action#

The process is consistent across the entire platform (Screens, Channels, Playlists, or Files pages):

  1. Select: Click the checkboxes on the left side of the list to select multiple items. To select everything on the page, click the master checkbox at the very top.

  2. Initiate: Once items are selected, the Bulk Actions menu (or button) will become active.

  3. Execute: Choose your action (e.g., "Add Channel," "Add Tags").

3. The Queue & The "Undo" Safety Net#

Unlike immediate changes, Bulk Actions are powerful commands that are sent to a processing Queue. This system offers transparency and a critical safety net.

  • Processing: When you launch an action, it enters the Queue. You can continue working elsewhere while the system processes your request in the background.

  • Visibility: You can view the status of any bulk job in the Queue. Upon completion, the system provides detailed notes on what was changed.

  • The Undo Button: Made a mistake? Don’t worry. Because actions are tracked in the Queue, you can Undo a bulk action at any time, instantly reverting the changes across all affected items.


Common Use Cases#

Scenario A: The "Regional Expansion" (Screen Management)#

  • Goal: You just installed 20 new screens in your "West Coast" offices and need to assign them the correct content.

  • Action:

    1. Go to the Screens page.

    2. Select the 20 new screens.

    3. Select Bulk Action > Assign Channel.

    4. Choose your "West Coast Corporate Loop" channel.

    5. Result: All 20 screens immediately begin downloading and playing that specific channel.

Scenario B: The "Rapid Organization" (Tagging)#

  • Goal: You have uploaded 50 new video assets for a "Winter Sale" and need to tag them so you can report on their playback easily

  • Action:

    1. Go to the Files/Assets page.

    2. Select all 50 new videos.

    3. Select Bulk Action > Add Tags.

    4. Type "Winter2024" and hit enter.

    5. Result: Every video is now tagged and instantly pulled into any report looking for that tag.

Scenario C: The "Oops!" Moment (Undo)#

  • Goal: You accidentally added the "Lunch Menu" playlist to the "Gym TVs" channel.

  • Action:

    1. Go to the Bulk Actions (Queue) tab.

    2. Locate the recent "Add Playlist" action.

    3. Click Undo.

    4. Result: The playlist is removed from those channels, and your Gym TVs return to normal programming.

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