- Creating cases in bulk
Create cases in bulk to define case details, such as labels and work statuses, in one step without manually interacting with individual forms. For example, in an insurance application, you can save time by creating multiple cases for home, car, and life insurance in bulk.
- Updating cases in bulk
Update cases in bulk to set the values of case labels and descriptions in one step, without manually interacting with individual forms. As a result, you save time and reduce the risk of small errors in case details.
- Running flow actions in bulk
Run the same flow action for multiple cases at once by using the Bulk actions form. You can work on many cases without impacting their path toward resolution. For example, you can extend a service-level agreement (SLA) or transfer a set of assignments to a user.
- Troubleshooting errors in bulk processing
When you process cases in bulk, you might encounter errors. To resolve common issues that prevent you from processing multiple cases, follow the respective guidelines for each problem scenario.