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Running flow actions in bulk

Updated on March 29, 2022

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.

Note: Only Pega Platform applications that you build with Theme UI-Kit support bulk processing.
Before you begin:
  1. 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.
  2. In the Bulk section, click Process.
  3. 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.
    1. Click Add Filter.
    2. In the Filter Property field, enter the name of the property that you want to evaluate in each case.
    3. In the Condition list, select a comparator.
    4. In the Filter Value field, enter a case-sensitive value to compare with the value of the Filter Property field.
    5. Optional: To add more filters, repeat steps 3.a through d.
    6. 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
    Filter criteria to display only cases that were created after 7:10 AM on December 14, 2021.
  4. 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
    Selecting all results by clicking the Select all displayed results check box on each page of results.
  5. 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.
  6. 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.
  7. 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.
  8. Run the flow action by clicking OK.
Result: The flow action runs for each case, based on the values that you provide. You can view the status of the action in the Processing Results column of the case list.
Note: After the flow actions complete, your application does not clear the check boxes next to the cases that you selected. As a result, you can quickly run another flow action for the same cases.

Related articles

Bulk processingTroubleshooting errors in bulk processing

Tags

Pega Platform 8.6 Case Management

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