Aan de slag
Veiligheid van bulkwijzigingen instellen
Configure Agent Bulk Update Safety
Configure the bulk-update safety policy shared by Richard and the application’s bulk workflows under Configuration → Agent Settings → Bulk Updates. Review the effective defaults, hard limits and protected fields before saving.
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Taken
Kies je taak. De volledige werkwijze, voorwaarden en aandachtspunten staan hieronder in het Engels.
Configure Agent Bulk Update Safety
Configure the bulk-update safety policy shared by Richard and the application’s bulk workflows under Configuration → Agent Settings → Bulk Updates. Review the effective defaults, hard limits and protected fields before saving.
Who can do this: Tenant administrator
Before you start
- Use an account with access to the stated page and permission for the chosen action.
Safeguards
- Richard has an absolute backend ceiling of 25 records per conversational bulk update; tenant settings can lower that limit but cannot raise it.
- Review the current hard limits shown by the interface. Tenant settings can only tighten the supported boundary.
- Identifiers, tenant/user/permission tables, audit history, secrets, relationship IDs, and system-managed or structured fields are hard-blocked and cannot be made safe with a field override.
- A field override can classify a permitted field as normal or risky, but cannot bypass a hard block.
- The UI keeps rollback history required and partial execution blocked; these controls are displayed as locked safeguards.
- Revert is available only for completed or partial update operations that retained before values, and a revert can itself report partial failure.
- This capability configures safety policy; use the bulk_update operation or Excel bulk workflow to change records.
- Go to Configuration → Agent Settings and open the Bulk Updates tab.
- Review the effective policy, defaults, and backend hard limits before changing tenant values.
- Choose conservative record, field, risky-field, and preview limits for the tenant.
- Decide whether permitted risky fields are allowed and add only narrow field classifications when needed.
- Save the policy; Richard and Excel/frontend preflight checks use the new effective values.
- Use Recent Bulk Operations to inspect outcomes and revert an eligible update only after reviewing its retained before values.
Expected outcome: The user has reviewed the result of configure agent bulk update safety in the application.
Aanbevolen werkwijze
- Begin bij de onderdelen die je team het meest gebruikt.
- Houd de eerste inrichting overzichtelijk.
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