Some of the functionality described in this article is available as part of our Graciano release and will not be available if your Practifi instance is not upgraded to this release. |
Overview
Performing mass actions on large numbers of records can cause updates to fail or stall. This article contains best practices for optimizing mass action performance. It also outlines limits for different mass actions across Practifi.
Mass Action Recommendations
Please keep the following in mind when performing mass actions on large numbers of records in Practifi:
- When the Select All option is used for more than 50,000 records, the selection is limited to 49,999 or fewer based on configuration.
- If performance issues persist, we recommend reducing the number of records per update to 2,000.
- As of the Graciano release, we've made the following changes to optimize processing:
- For fewer than 200 records, processing runs immediately (synchronously).
- For more than 200 records, processing runs in the background (asynchronously) to save CPU time.
- Errors like "Limit Exceeded" can occur during complex mass actions like Create Tasks when dealing with over 2,000 records. Actions such as Cancel Deliverable, Complete Deliverable and Add to Campaign may also be affected.
- We recommend keeping complex mass actions under 2,000 records where possible. More complex flows may have even lower limits.
- Future improvements aim to support up to 50,000 records.
Record Limits by Mass Action Type
Approximate upper limits for mass actions in Practifi are detailed in the table below:
Product Area | Action | Record Limit |
Account | Add to Campaign | ~20,000* |
Business Development App | Mark as LOI Signed | ~2,000 |
Consider for Acquisition | ~50,000 | |
Deals/Services | Change Stage | No limit** |
Mark as Closed Won | ~2,000 | |
Contact | Add to Campaign | ~50,000 |
Deliverables | Mark as Exception | ~50,000 |
Cancel Deliverables | ~20,000* | |
Complete Deliverables | ~20,000* | |
Reactivate Deliverables | ~20,000* | |
Entity | Change Client Stage | ~50,000 |
Change Influencer Segment | ~50,000 | |
Pipeline | Change Close Date | ~50,000 |
Microsoft 365 Sync | practifi__Practifi_Relate_to_Person | ~50,000 |
Other | Change Owner | ~50,000 |
Create Tasks | ~50,000 | |
Deep Delete | ~50,000 | |
Update Household Names | ~50,000 | |
New Task (from template) | ~50,000 | |
Start a Process | ~50,000 | |
Cancel Process | ~50,000 | |
Emails - Delete | ~50,000 | |
Cancel Service | ~50,000 | |
practifi__Change_Deal_Status | ~50,000 |
*Complicated flow; recommended limit
**Limited by UI visibility
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