Record Limits for Mass Actions

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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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