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Running flow actions in bulk

You can run the same flow action for multiple cases at once by using the Bulk actions form.

Run flow actions in bulk to work on cases without impacting their path toward resolution. For example, you can extend a service-level agreement or transfer a set of assignments to a user.

To run a flow action in bulk:

  1. Ensure that your access group is associated with a role that grants you the Work-.PerformBulk privilege.

  2. In the Case Manager or Case Worker portal, select Bulk actions from the operator menu.

  3. Click Process.

  4. Select the check box next to each case for which the flow action will be run.

  5. Click Select Action and select the flow action to run.

    The list of flow actions can vary because it is populated by the intersection of flow actions that are supported by the cases that meet your filter criteria.

  6. In the dialog box that opens, enter values in the fields that are displayed and click OK to submit the form.

    Tip: Some flow actions support background processing. Select the Run in background check box when you are running a flow action for many cases. An agent queues each request and sends you an email when processing is finished.

The flow action is run for each case, based on the values that you provide and a status is displayed in the Processing Results column of the case list.