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Page Actions

You can take certain actions on a page based on your security roles.

An example of a page with numbers representing different elements and actions

1: New
Create a new record on this page. From here, you'll have access to the various record actions (for example, editing, copying, and so on). You won't see this button on the Contacts page; instead, use the Add/Edit Family Tool to create a new Contact record.
2: Layout
Change the layout of the page you're on. Options include list, grid, and calendar. Select the one that best suits the data you're reviewing on this page.
  • List layout: List Layout gives a visual punch to your data - you can see the image that best represents the record along with the color-coded Record Facts. Easily scan the list and see your data in a whole new way.
    Tip: Bonus: List Layout includes searching the displayed Record Facts.
  • Grid layout: Grid Layout is available for the standard spreadsheet view of your data.
  • Calendar layout: For pages organized by date (Events, Donations, and so on), the Calendar Layout lets you see events on a calendar. You can toggle between day, week, month, and agenda calendar views. You can also color-code your calendar based on the field that works for your church.
3: Sort
Show the record list in alphabetical order or reverse alphabetical order.
4: Charts
Toggle charts on and off for this page.
5: Assign
If you have a selection, you can use the Assign action to mass update specific fields in every record in that selection. This is an update action only; that is, it only changes data on records that already exist in the Platform. You can also update custom fields with the Assign action.
Warning: Assign with care! This is a powerful tool, and you should use it with caution as undoing an assignment can be time-consuming and costly. Limit this feature to users trained to use it wisely and correctly.
6: Delete
If you have a selection, you can use the Delete action to completely remove the records from the Platform. The Delete action is also available on Sub-Pages and records. Deleting a large selection and its affected records causes your system to time out. For deletion, we recommend making smaller selections of less than 100,000 records including dependencies.
Warning: Delete with care! This is a powerful tool and you should use it with extreme caution. Any data you delete from MinistryPlatform is completely gone. To recover deleted data requires Professional Services and incurs a cost. As such, you should limit this feature to users trained to use it wisely and correctly.
Note: Never delete people records on the Contact or Participant pages. Instead, use the Combine Contacts Tool if there are duplicate records or the Inactivate Tool if they no longer attend your church.
7: Export
If you have a selection, you can export the information to use it outside of MinistryPlatform. Select whether to export the current view or just your selection. Then, you can download a file of your selected output format.
8: Secure
If you have a selection, you can secure the records. Check out Record Restrictions to learn more.
9: Notifications
Schedule notifications related to the current view.
10: Tools
This displays the Tools available on this page. Some of the tools require you to make a selection first.
11: Reports
This displays the Reports available on this page. Some of the reports require you to make a selection first.

Mass Update Fields on Selected Records

Quickly change specific information on multiple records.

Warning: Assign with care! This is a powerful tool, and you should use it with caution as undoing an assignment can be time-consuming and costly. Limit this feature to users trained to use it wisely and correctly.
  1. Check the bottom-left corner of the grid to ensure no records are selected. If needed, clear your selection before proceeding.
  2. Select the records to update.
  3. In the selection menu at the bottom, select Current/Unsaved Selection.
  4. Confirm you selected the correct records.
  5. From the Actions menu, select Assign.
  6. Select the check box next to the fields you want to update, and update the fields as needed. Click append to add your text to the end of what is already in that field.
    Mass Assign modal showing options to select which fields to update and what to change them to
  7. Click Save.
  8. When prompted, click OK.

The selection reflects the update, as do the Audit Logs of the records.

You can clear the selection when you're done with it.

Delete Selected Records

Completely remove selected records from the Platform.

Warning: Delete with care! This is a powerful tool and you should use it with extreme caution. Any data you delete from MinistryPlatform is completely gone. To recover deleted data requires Professional Services and incurs a cost. As such, you should limit this feature to users trained to use it wisely and correctly.
  1. Make sure the bottom of your list says 0 Selected. If it doesn't, clear your selection before you proceed.
  2. Select the records to delete.
  3. Change your selection drop-down to Current/Unsaved Selection to confirm you selected the correct records.
  4. From the Actions menu, select Delete.
  5. The affected records display (if any). These records depend on the records you're deleting. Select the appropriate option based on what you want to do with the dependent records.
    Note: To delete a record on a page marked Direct Delete Only, you must be on the record's page to delete it.
    • Reassign – Select a different record to associate the dependent records with.
    • Unassign – Keep the dependent records but don't associated them with they you're deleting.
    • Delete – Delete the dependent records.
    Delete modal showing options to reassign records and resassign, unassign, or delete dependent records
  6. Click Delete.
  7. When prompted to confirm, click OK.

The records and any tasks associated with the records are deleted, and the selection clears.

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Last updated: November 26, 2024