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# Use bulk actions and advanced options in the assets overview

## Overview: bulk actions in Asset overview

Bulk actions and advanced options in **Assets overview** let you select one or more assets and apply changes in batch, including reassigning asset types, assigning checklists, exporting QR codes, auto-populating asset data with CxAI, and importing or updating large asset sets via file upload, which is used on projects with large equipment inventories.

* Your role must be **Manager** or higher for bulk actions and options menu actions.
* You can find the menu at Asset module - **Assets overview** - select assets - **Bulk actions**, or scroll the grid header right to **Options**.
* This changes asset data, checklist assignments, file attachments, floorplan placement, and asset creation depending on the action.

||| All bulk actions and options menu actions require project role **Manager** or higher. Bulk remove of assets or checklists cannot be undone in bulk. Review your selection before confirming.

## Requirements for bulk actions

| Requirement | Description |
|---|---|
| Project role | Manager or higher for bulk and Options actions |
| View Assets overview | Viewer or higher |
| Assign checklists | Checklist type must already exist in the project |
| Assign files | Files must already exist in the File module |
| Advanced bulk update | Correctly formatted CSV or XLSX file |
| AI from image | Nameplate photos already attached to the selected assets |

## How to use bulk actions on selected assets

1. Open the **Asset module** from the left project sidebar.
2. Click **Assets overview**.
3. Select one or more assets with the checkbox on each row.
4. Click **Bulk actions**.
5. Choose an action:
* **Change asset type** - reassigns all selected assets to a different asset type
* **Mark on floorplan** - opens the floorplan so you can place all selected assets
* **Assign files** - attaches files from the File module to all selected assets
* **Assign document files** - assigns files to document requirement slots from the document matrix
* **Assign checklists** - assigns one or more checklist types to all selected assets
* **QR Export** - exports QR codes for all selected assets
* **AI Auto-update asset data** - uses CxAI with one of: **From image**, **Search for documents with data**, or **Select file to extract data from**
* **Remove checklists** - detaches assigned checklists from selected assets without deleting the template
* **Remove assets** - permanently deletes the selected assets

![Screenshot: Use bulk actions and advanced options in the assets overview - Use bulk actions (selecting multiple assets)](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1n22mqx.png)

## How to use the advanced options menu

1. Scroll the Assets overview grid header all the way to the right until **Options** appears.
2. Click **Options** and choose:
* **Reset columns** - restores default column visibility
* **Download list** - exports the current filtered asset list to Excel
* **Quick asset creation** - creates numbered assets from an Asset ID prefix and count, for example PUMP-001 through PUMP-010
* **Import Assets** - opens the asset import flow
* **Bulk update assets** - updates one or more fields in-app without a file
* **Advanced bulk update** - updates many fields from a CSV or XLSX file
* **Extract tags from picture** - CxAI reads a photo and creates or matches asset IDs and tags

![Screenshot: Use bulk actions and advanced options in the assets overview - Use the advanced options menu](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1aux455.png)

## Results: bulk actions reference

| Action | What it changes | Notes |
|---|---|---|
| Change asset type | Asset type on selected assets | Existing checklist assignments are not removed automatically |
| Mark on floorplan | Asset location pin | Opens placement for selected assets |
| Assign files | File attachments | Files must already exist in the File module |
| Assign document files | Document requirement slots | Requires a document matrix on the project |
| Assign checklists | Checklist assignments | Checklist type must already exist |
| QR Export | PDF of QR codes | Does not change asset data |
| AI Auto-update from image | Asset fields via CxAI | Needs nameplate photos on the assets |
| AI Auto-update search documents | Asset fields via CxAI | Searches files in the File module |
| AI Auto-update select file | Asset fields via CxAI from one file | Use when you know the source file |
| Remove checklists | Checklist assignments | Template remains in the project |
| Remove assets | Deletes assets | Cannot be undone |

| Feature | Bulk update assets | Advanced bulk update |
|---|---|---|
| Method | In-app form, no file | CSV or XLSX upload |
| Best for | One field across many assets | Multiple fields across many assets |
| Asset selection | Select in the UI first | Assets identified by ID in the file |

| Action | Minimum project role |
|---|---|
| View Assets overview | Viewer |
| Use any bulk action | Manager |
| Use any Options menu action | Manager |
| Remove assets | Manager |

## Troubleshooting: bulk actions in Asset overview

| Problem | Cause | Solution |
|---|---|---|
| Bulk actions button does not appear | No assets are selected | Select at least one asset checkbox |
| Auto-update from image returns no data | Selected assets have no nameplate photos | Attach nameplate photos, then retry |
| Extract tags from picture creates no assets | Image quality is too low or tags are not legible | Use a clearer, higher-resolution photo with printed asset tags |
| Advanced bulk update fails on upload | File format does not match the expected template | Download a sample from the import flow and reformat your spreadsheet |
| Assign checklists shows no checklist types | No checklist types exist on the project | Create or assign a checklist type in Template Center first |
| Remove assets cannot be undone | Deletion is permanent | Verify the selection before confirming, or re-import assets if you deleted the wrong set |