TracCloud: Listing Selection Tool - Revision history

Redrock at 23:22, 30 March 2026

2026-03-30T23:22:18Z

← Older revision		Revision as of 23:22, 30 March 2026
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Redrock at 16:32, 29 July 2025

2025-07-29T16:32:12Z

← Older revision		Revision as of 16:32, 29 July 2025
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	<~~big><b~~>Listing Selection Tool</~~b></big><br~~>		<div class="pageTitle">Listing Selection Tool</div>

	The listing selection tool can be found across many listings in TracCloud. [[TracCloudGuideListingsStudents\|Students]], [[TracCloudGuideListingsVisits\|Attendance]], [[TracCloudGuideListingsAppts\|Appointments]], and more. This utility is found within the hamburger {{#fas:bars}} menu and can be used to quickly filter results for use in other utilities, merge records, or delete records.		The listing selection tool can be found across many listings in TracCloud. [[TracCloudGuideListingsStudents\|Students]], [[TracCloudGuideListingsVisits\|Attendance]], [[TracCloudGuideListingsAppts\|Appointments]], and more. This utility is found within the hamburger {{#fas:bars}} menu and can be used to quickly filter results for use in other utilities, merge records, or delete records.

Redrock at 18:49, 25 November 2024

2024-11-25T18:49:14Z

← Older revision		Revision as of 18:49, 25 November 2024
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Redrock: Redrock moved page TracCloudGuideListingsSelection to TracCloud: Listing Selection Tool

2024-11-25T16:25:33Z

Redrock moved page TracCloud: Listing Selection Tool to TracCloud: Listing Selection Tool

← Older revision	Revision as of 16:25, 25 November 2024
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Redrock at 17:59, 15 November 2023

2023-11-15T17:59:03Z

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Redrock at 22:32, 14 November 2023

2023-11-14T22:32:33Z

← Older revision		Revision as of 22:32, 14 November 2023
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	<big><b>Listing Selection Tool</b></big><br>		<big><b>Listing Selection Tool</b></big><br>
	~~<onlyinclude>~~
	The listing selection tool can be found across many listings in TracCloud. [[TracCloudGuideListingsStudents\|Students]], [[TracCloudGuideListingsVisits\|Attendance]], [[TracCloudGuideListingsAppts\|Appointments]], and more. This utility is found within the hamburger {{#fas:bars}} menu and can be used to quickly filter results for use in other utilities, merge records, or delete records.		The listing selection tool can be found across many listings in TracCloud. [[TracCloudGuideListingsStudents\|Students]], [[TracCloudGuideListingsVisits\|Attendance]], [[TracCloudGuideListingsAppts\|Appointments]], and more. This utility is found within the hamburger {{#fas:bars}} menu and can be used to quickly filter results for use in other utilities, merge records, or delete records.

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	* <b>Clear Selection</b>		* <b>Clear Selection</b>
	::This option will deselect all selected records, regardless of whether or not those records are shown in the current listing.<br><br>		::This option will deselect all selected records, regardless of whether or not those records are shown in the current listing.<br><br>
	~~</onlyinclude>~~
	There are two more utilities in the menu that should be used with extreme caution, as these actions cannot be undone. If you think you need to use these options but aren't confident or comfortable using them, reach out to Redrock Software for guidance.		There are two more utilities in the menu that should be used with extreme caution, as these actions cannot be undone. If you think you need to use these options but aren't confident or comfortable using them, reach out to Redrock Software for guidance.

Redrock: Created page with "{{TracCloudGuideTabs}}
{{TracCloudGuideListingsTOC}}
Listing Selection Tool
The listing selection tool can be found across many listings in TracCloud. Students, Attendance, Appointments, and more. This utility is found within the hamburger {{#fas:bars}} menu and can be used to quickly filter results for..."

2023-11-09T16:19:17Z

Created page with "{{TracCloudGuideTabs}} <div class="categoryWide"> {{TracCloudGuideListingsTOC}} </div> <big>Listing Selection Tool</big> <onlyinclude> The listing selection tool can be found across many listings in TracCloud. Students, Attendance, Appointments, and more. This utility is found within the hamburger {{#fas:bars}} menu and can be used to quickly filter results for..."

New page

{{TracCloudGuideTabs}}
<div class="categoryWide">
{{TracCloudGuideListingsTOC}}
</div>
<big>Listing Selection Tool</big> 
<onlyinclude>
The listing selection tool can be found across many listings in TracCloud. [[TracCloudGuideListingsStudents|Students]], [[TracCloudGuideListingsVisits|Attendance]], [[TracCloudGuideListingsAppts|Appointments]], and more. This utility is found within the hamburger {{#fas:bars}} menu and can be used to quickly filter results for use in other utilities, merge records, or delete records.

The example screenshot below shows the student listing. The right-most column shows which records are selected. Records can either be individually selected by clicking the checkboxes or selected in bulk. Within the hamburger {{#fas:bars}} menu (or by clicking the {{#far:square-check}} header over the checkboxes), you will find the Selected menu. This is where you can find utilities for selecting/deselecting records in bulk as well as utilizing your selection for other actions.

[[File:3369738.png|800px]] 

* Select / Unselect Found Records
::Choosing either of these options will immediately select or deselect the current list of records. This will only affect your current search, meaning you can perform multiple unique searches and continuously add students to your selection. The same applies for deselecting records as well, if you select records 1, 2, and 3, then search for 1 and deselect found records, 2 and 3 will still be selected. If you instead want to deselect all records, Clear Selection should be used instead. 

* Show All Selected
::This updates the listing to only show the records you've selected. You can use this option to retrieve your final list of selected students for the purpose of sending a batch email, exporting the listing to a CSV file, or for other utilities in the hamburger {{#fas:bars}} menu.
::Another utility to be aware of is "Use current list of student records" found in most student [[TracCloudReports|reports]]' Additional Search menu. This will allow you to run the report on the current list of student records, rather than using other searches or saved lists. This will use the current search results, not only the selected records. If you want to run this report on selected records specifically, Show All Selected must be used first.
::[[File:4821134.png|500px]] 

* Hide Selected
::This filters out the selected records from your current listing. The hidden records will remain selected. 

* Copy [field]
::These utilities allow you to copy the specified fields from the selected records. For example, you could copy student IDs to record [[TracCloudGuideBasicsVisits|batch visit batch scans]], or copy staff usernames to quickly search for your staff members' student accounts using the "Find by Values" utility on the student listing. 

* Clear Selection
::This option will deselect all selected records, regardless of whether or not those records are shown in the current listing. 
</onlyinclude>
There are two more utilities in the menu that should be used with extreme caution, as these actions cannot be undone. If you think you need to use these options but aren't confident or comfortable using them, reach out to Redrock Software for guidance.

* Delete Selected
::This does exactly what it says, it deletes all records that were selected. This can be useful in the event of an inaccurately recorded batch visit that you want to delete or to clean up incorrect records from a bad import. This should never be used as an alternative to merging records, as this does not reassign related records. For example, deleting a duplicate student record will not move their visits, appointments, registrations, etc to the remaining account. This only deletes the current selected record. 

* Merge Records
::This utility allows you to merge up to 3 records at once. When you open this utility, you will see a list of fields from the selected records. This allows you to choose what data you would like to keep from the accounts. By default, TracCloud will select whichever field is not blank. In the event that multiple accounts have data in a field, the newer account's field is prioritized. You can scroll through the list of fields and manually choose which fields you want to keep or select the record number at the top of the page to select all fields from one of the displayed records.
::As opposed to deleting records, this will also move related records to the remaining account. If student profile A was enrolled in section 1 and profile B was enrolled in section 2, the end result of the merge will be one account enrolled in both section 1 and 2. The same applies to other records like visits, appointments, referrals, etc.
::If your system has many duplicate records that need to be addressed, reach out to Redrock Software for assistance as we may be able to automatically merge records for you.
::[[File:9031611.png|700px]]

[[Category:TracCloud]]