• Problem: The toolbar has too many primary buttons, which:

• • Looks crowded

• • Wraps awkwardly on standard laptop widths

• • Makes it harder to scan the main actions

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Current Behavior

In the Documents tab toolbar, the buttons are:

• ADD DATA

• UPDATE

• DELETE

• EXPORT DATA

• EXPORT CODE

• (other actions like INSIGHT are unchanged by this ticket)

At common laptop resolutions, the buttons can wrap and labels may be cut off. Some users click Update when they actually just want to edit one document, not run a bulk action.

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Desired Behavior

Replace the separate Update and Delete buttons with a single Bulk dropdown while keeping existing behaviors.

Toolbar layout

From left to right:

1. ADD DATA (no change)

1. BULK (new dropdown button)

1. EXPORT DATA (no change)

1. EXPORT CODE (no change)

1. All other existing controls remain as they are (pagination, view toggle, etc.)

Bulk dropdown menu

When the user clicks the BULK button, show a menu with:

1. Bulk update documents

• • Same behavior as the current Update bulk action.

1. Bulk delete documents

• • Same behavior as the current Delete bulk action.

The menu opens directly below the BULK button.

 

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Requirements

• Remove the standalone UPDATE and DELETE buttons from the toolbar.

• Add the BULK dropdown with the two menu items listed above.

• Keep the underlying bulk update/delete functionality unchanged (same queries, same confirmation flows, same permissions).

• Ensure the toolbar no longer wraps at standard laptop widths used by Compass (e.g., 1280px+).

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Out of Scope

• No changes to single-document edit flows.

• No changes to ADD DATA, EXPORT DATA, EXPORT CODE, or other non-bulk actions.

 

Figma design