When you perform a batch operation on multiple items at once in AdminPulse, that operation is processed in the background. This happens, for example, when you set up task schedules for multiple relations or send invoices to several relations.
You do not need to wait until the processing is finished and can continue working in the meantime. On the Batch operations page, you can track these background processes and view their status.
In this article, you will learn how to open this page, which filters and columns are available, what the different statuses mean, and how to view the details of a background process.
How do you open the background processes screen?
Click the server icon at the top right of the navigation bar. You will find it next to the notification bell.
💡 When a background process is active, a spinning arrow (briefly) appears on the icon. This lets you immediately see that a process is still running, without having to open this page.
What do you see in the overview of background processes?
The background processes screen is available in every AdminPulse environment and is divided into two parts. At the top, you see the filter bar, which you can use to refine the list further. At the bottom, you see the table with the background processes. Each row in that table represents one batch operation.
The processes are sorted from newest to oldest. Examples include:
- setting task schedules for multiple relations
- changing the status field of multiple tasks at once
- sending invoices to a group of relations
The list is updated automatically as long as you keep this page open.
💡 Information about batch operations is automatically deleted after 3 months. Older operations therefore do not remain visible in this overview forever.
👉 Which items you see in the background processes overview depends on your permissions.
- Do you have permission to view settings (standard roles: Administrator, Full user and Invoice user)? Then you will see all batch operations for your office.
- If you do not have those permissions, you will only see the operations that you started yourself.
Which filters can you use?
Above the table, you will find a filter bar with the following filters:
- From / Until – Enter a date range to filter by the creation date.
- Period – Use the shortcuts to quickly select a period, such as Today, This week or This month. Click All if you do not want to apply a date filter.
- Created by – Filter by the user who started the batch operation.
- Search relation – Filter by a specific relation.
- Type – Filter by the type of batch operation.
- Status – Filter by the status of the background process.
Use the Reset filters button to return all filters to their default values.
Which columns do you see?
The overview shows the following columns:
- Type – The type of operation that was performed, such as Set task scheduling, Change field or Send invoices.
- Number and entity – The number of processed items and the type, for example 5 relations or 12 tasks.
- State – The current status of the background process.
- Created by – The user who started the batch operation.
- Created on – The date and time when the process was started.
- Date done – The date and time when the process was completed. As long as the process is still running, this column remains empty.
💡 You can click each column title to sort the list. You can also use the filter icon in the State column to filter by a specific status.
What do the statuses mean?
Each background process has one of the following statuses:
- Initiated – The process is in the queue and has not started yet.
- Processing – The process is currently being handled. The page is updated automatically as soon as an update comes in.
- Success – All items were processed successfully.
- Failed – The process has finished, but an error occurred for one or more items.
- Skipped – The process has finished, but some items were intentionally not processed, for example because they did not meet the conditions.
👉 A Failed or Skipped status does not always mean that something really went wrong. Open the details using the information icon () at the end of the row to view the exact reason.
How do you view the details of a background process?
You can open the detail page of a background process by double-clicking the row or by clicking the information icon () on the right side of the row.
On the detail page, you can see:
- which parameters were used to start the operation
- which items were processed and what status each item has
- which error message belongs to failed items
Using shortcuts (), you can directly open the related relation file or the related invoice.
Are there many items? Then you can also export them using Export to Excel. With the Search in info and Search relation filters, you can also quickly find specific information.
💡 Use the detail page to quickly check whether a batch operation gave the expected result or to find the cause of an error.
💡 Good to read
- Do you want to read more about the screen used to follow up on synchronization errors? Then read the following article: Overview: Tracking synchronization errors.