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Batch Actions Panel

When you need to update translations, statuses, or metadata across many segments at once, the Batch Actions panel lets you configure and run bulk operations without editing each segment manually. You can queue multiple actions, configure flagging to track your changes, and review the results with a summary of what was updated.


Using Batch Actions

Open the Batch Actions panel from the Panels menu in the toolbar, or press Ctrl+Alt+B.

Follow these steps to run batch actions:

  1. Click + Add action and select an action from the list. You can type in the search field to find a specific action quickly.

  2. Choose the target language from the dropdown. Segment-level actions (such as Set text length or Set label (Segment)) do not require a language selection.

  3. Configure the action parameters. For example, choose a bookmark color for Set bookmark, enter search and replacement text for Find and replace, or select a custom field value for Set custom field. Some actions display a warning when the operation cannot be undone.

  4. To queue additional actions, click + Add action again. You can expand or collapse each action card using the chevron icon, remove an action with the trash icon, or click Clear all to remove every action from the queue.

  5. Optionally, configure Flagging at the bottom of the panel to automatically mark modified segments for tracking (see Flagging below).

  6. Click Apply to execute all queued actions on the filtered segments.

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The Batch Actions panel with a "Clear all QA data" action configured for Arabic, showing the language dropdown, the irreversibility warning, and the Flagging options at the bottom.

Batch actions apply only to the segments that match your current filters. If no filters are active, actions affect every segment in the document.


Reviewing Results

After clicking Apply, the panel switches to a Results screen that summarizes what happened.

The Results screen displays a table with three columns:

Column

Description

Actions

The name and target language of each action that was executed.

Updated seg.

The number of segments that were successfully updated out of the total filtered segments (for example, "201/203"). This value is a clickable link.

Issues

The number of issues encountered during execution.

To review the modified segments in the grid, click the link in the Updated seg. column. The Editor applies two filters automatically: Last change (set to the execution timestamp) and Last changed by (set to your user account). The grid then shows only the segments that were modified by the batch action.

To return to the full dataset, open the Filters panel and click Clear all.

To configure and run another batch action, click Back to Batch actions at the bottom of the Results screen.

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The Results screen showing one executed action ("Clear all QA data (ar)") with 201 out of 203 segments updated and 0 issues.

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The Filters panel after clicking the "Updated seg." link, showing the auto-applied "Last change" and "Last changed by" filters.


Available Batch Actions

The panel offers two categories of actions: Language Actions (applied to a specific target language) and Segment Actions (applied at the segment level across all languages).

Language Actions

Action

Description

Set bookmark

Assign a bookmark color (gray, blue, or red) to segments for visual categorization and filtering.

Set status

Change the segment status to Neutral (gray), Confirmed (green), or Error (red).

Lock/Unlock

Lock segments to prevent editing, or unlock them to allow changes.

Clear language data

Delete all translations, comments, and metadata for the selected language. This action cannot be undone.

Clear all QA data

Remove all quality assurance flags and error messages from segments.

Copy source to target

Copy the source language text into the target language cells.

Find and replace

Search and replace text using plain text, wildcards, or regular expressions.

Find inconsistent translations

Identify identical source texts that have different translations across the document. Flagging is required.

Find repetitions

Identify duplicate source texts and translations within the document. Flagging is required.

Machine translation

Translate segments using the machine translation engine configured for the project.

Pseudo-translate

Apply pseudo-translation for testing and layout validation (options include uppercase, lowercase, and character reshuffling).

Translate from memory

Populate target segments with matches from attached translation memories.

Quick QA check

Run quality assurance checks to detect potential issues in translations.

Set custom field (Language)

Assign or clear values for language-level custom fields.

Set label (Language)

Apply or remove labels on language-specific segments for categorization.

Set sentiment

Analyze and assign sentiment values to translated content.

Segment Actions

Action

Description

Set text length

Define or clear minimum and maximum character length constraints for segments.

Set custom field (Segment)

Assign or clear values for segment-level custom fields that apply across all languages.

Set label (Segment)

Apply or remove labels at the segment level for cross-language categorization.

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The "Add action" dropdown showing the list of available Language and Segment Actions.


Flagging

Flagging lets you automatically mark segments that have been modified by a batch action, making it easy to find and review changes after a bulk operation.

The flagging selector appears at the bottom of the Batch Actions panel. You can choose one of the following options:

  • Set status flag: Automatically change the status of modified segments to Confirmed (green) or Error (red).

  • Set bookmark flag: Automatically apply a bookmark color (blue or red) to modified segments.

You can select only one flagging option at a time. If you have already added a Set bookmark or Set status action to your queue, the corresponding flagging option is unavailable to prevent conflicts.

Flagging is optional for most batch actions but required for Find inconsistent translations and Find repetitions. These two actions identify patterns across segments rather than modifying content directly, so a flag is needed to mark which segments matched. If you try to apply these actions without selecting a flagging option, the Editor will prompt you to configure one before proceeding.

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The flagging section at the bottom of the Batch Actions panel, showing the "Set status" and "Set bookmark" checkboxes with their dropdown options.


My Actions

If you frequently run the same combination of batch actions, you can save your configuration as a preset for quick reuse.

To save a preset:

  1. Configure your desired batch actions and their parameters in the panel.

  2. Click My Actions and select + Create new preset.

  3. Enter a descriptive name for the preset.

To load a saved preset:

  1. Click My Actions in the panel header.

  2. Select a preset from the list. The panel populates with the saved actions and settings.

  3. Adjust any parameters if needed before applying.

You can rename a preset by clicking its name, or delete it from the My Actions menu when it is no longer needed.

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The My Actions dropdown showing saved presets.


Example Scenarios

Use Case

How To

Pre-translate untranslated segments using translation memories and fill remaining gaps with machine translation

Add Translate from memory, then add Machine translation for the same language. Apply with bookmark flagging set to blue to mark pre-translated content for review.

Check translations for quality issues before delivery

Filter to completed segments. Add Quick QA check for the target language. After execution, click the Updated seg. link to only display segments with errors. You can review them in the QA panel.

Find segments where the same source text was translated differently

Add Find inconsistent translations for the target language. Select a flagging option (required). After execution, click the Updated seg. link to see all flagged segments.

Replace a product name across all translations

Add Find and replace for the target language. Enter the old name in the search field and the new name in the replacement field. Use plain text matching for exact replacements, or wildcards/regex for patterns.

Reset a language to start translations from scratch

Filter to the segments you want to clear. Add Clear language data for the target language. This cannot be undone.

Apply a label to all segments that match specific criteria

Set up filters to isolate the segments (for example, by status or text content). Add Set label (Language) or Set label (Segment) and select the label value.

Run pseudo-translation for layout testing

Add Pseudo-translate for the target language and choose the algorithm (uppercase, lowercase, or reshuffling). Apply to generate test strings that preserve approximate text length.

Categorize segments using custom fields in bulk

Add Set custom field (Segment) or Set custom field (Language) and select the field and value.


Learn More

  • Filters Panel: Learn how to narrow down which segments appear in the grid before running batch actions.

  • Fields Panel: Configure which columns are visible in the grid to see the fields your batch actions will modify.

  • QA Panel: Run targeted QA checks with configurable profiles for more detailed quality assurance.

  • Overview Panel: Review segment properties, comments, and revision history after batch changes.

  • Export: Download content after batch processing for offline review or external delivery.

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