ÚvodPlatformaCeníkOtázkyNápovědaKontakt Kivea FlexiKivea PohodaKivea účetnictvíKivea fakturace Vyzkoušet zdarma

Automation and Mass Update Guide

Update thousands of records at once using manual controls or natural language AI. Automate repetitive tasks by saving your configurations as reusable buttons.

card: Mass Updates
icon: zap
Perform bulk changes to fields, relations, and localized content across selected records.

card: AI Smart Update
icon: bot
Describe your desired changes in plain English and let the AI handle the complex logic.

card: Automations
icon: workflow
Save frequent update patterns as custom buttons in your toolbar for one-click execution.

Manual Updates

Manual updates give you precise control over which fields change and what values they receive.

Basic Field Update

Update a single field across all selected records.

1. Open [navigate:/products|Products] and select the records you want to update.
2. Click **Mass update** in the toolbar.
3. Select the **Manual bulk update** tab.
4. Click **Add Fields** and choose the field you want to change (e.g., `Status`).
5. Enter the new value in the input field.
6. Click **Update all** to apply the changes.

You can update fields on related records, such as changing the price for all variants of a product.

1. In the **Manual bulk update** tab, click **Add Relations**.
2. Select the relation you want to update (e.g., `Variants`).
3. Inside the nested editor, click **Add Fields** and select the field (e.g., `Price`).
4. Enter the new value.
5. Click **Update all**.

Multi-Language Fields

Update localized content for specific languages.

1. Click **Add Fields** and select a localized field (e.g., `Name`).
2. The input will show a language indicator. Enter the value for the target language.
3. Click **Update all**.

AI-Assisted Updates

AI-assisted updates allow you to describe complex changes using natural language. The AI interprets your request and generates a preview for your approval.

**Tip:** Use the **AI-assisted smart update** tab for calculations or conditional logic that would be tedious to set up manually.

Calculated Fields

Perform mathematical operations on numeric fields.

1. Select the **AI-assisted smart update** tab.
2. Enter a prompt like: `Increase price by 10%`.
3. Click **Send**.
4. Review the calculated values in the preview.
5. Click **Update all**.
{
  "prompt": "Increase price by 10%",
  "fields": ["price"]
}

Conditional Logic

Apply updates only to records that meet specific criteria.

1. Enter a prompt like: `Set status to Active where stock > 0`.
2. Click **Send**.
3. The AI will identify which records match the condition and show the proposed changes.
4. Click **Update all**.

Date Calculations

Set dates relative to today or other fields.

1. Enter a prompt like: `Set expiry date to 30 days from now`.
2. Click **Send**.
3. Review the generated dates.
4. Click **Update all**.

Data Transformation

Normalize or reformat text data.

1. Enter a prompt like: `Normalize email addresses to lowercase`.
2. Click **Send**.
3. Verify the transformations in the preview.
4. Click **Update all**.

Advanced Automations

Turn any mass update configuration into a reusable automation.

Creating Reusable Automations

Save your current update logic as a custom button.

1. Configure your update in either the **Manual** or **AI** tab.
2. Click **Save as automation**.
3. Enter a **Name** for your automation.
4. Check **Create button** to add it to the grid toolbar.
5. Click **Save**.

Running Automations

Execute your saved automations with a single click.

1. Select the records you want to process in the grid.
2. Locate your custom button in the toolbar (it may be under the **Tools** menu).
3. Click the button to run the automation.
4. Monitor the progress in the dialog that appears.
**Warning:** Automations run on the selected records. Ensure you have the correct records selected before clicking the button.