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.
- Ensure that your access group is associated with a role that grants you the Work-.PerformBulk privilege. For more information, see Granting privileges to an access role.
- In an end-user portal, for example, the Case Manager portal, in the rightmost end of
the navigation pane, click the user icon (for example
), and then select Bulk actions. - In the Bulk section, click Process.
- In the Process Cases section, modify the filter criteria to
refine the list of cases:The default filter criteria return a list of cases with at least one open assignment that is assigned to you.
- Click Add Filter.
- In the Filter Property field, enter the name of the property that you want to evaluate in each case.
- In the Condition list, select a comparator.
- In the Filter Value field, enter a case-sensitive value to compare with the value of the Filter Property field.
- Optional: To add more filters, repeat steps 3.a through d.
- Narrow the list of results by clicking Filter Cases.
For example: You can find cases that were recently created by comparing the Create Date/Time property with a specific date, as shown in the following figure: Entering filter criteria 
- Select the cases for which you want to run the flow action:
- To select individual cases, select the check boxes next to the cases for which you want to run the flow action.
- To select all cases, select the Select all displayed results check box in the top row of the list of results.
Note: If your filter criteria return more than one page of results, to select all of the results, you need to select the Select all displayed results check box on each page. Selecting all results on multiple pages 
- Click Select Action, and then select the flow action to
run.The list of available flow actions depends on the flow actions that apply to the cases that meet your filter criteria.
- In the flow action dialog box, enter values in the relevant fields.
For example: In the Transfer assignment dialog box, to reassign a case to a team, in the Transfer to list, select Team, and then provide the team name. In the Comments field, explain why you want the team to complete the assignment. - Optional: To continue working while your application processes the cases, select the
Bulk process in background check box.Some flow actions support background processing, which can help you complete your work faster when you run a flow action for many cases. As a result, an agent queues each request and sends you an email when the processing finishes.
- Run the flow action by clicking OK.
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