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.
Consider an example of an insurance sales application. After customer service representatives (CSR) make hundreds of insurance offers to existing customers in a month, as part of a new marketing campaign, the company upgrades all offers from the previous week to the premium level. CSRs can update the labels and descriptions of all the eligible cases in bulk, and save time by avoiding manual changes in each case separately.- 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.
- Optional: To define more case details during a bulk update, customize the pyBulkUpdate section by adding relevant properties.
- Optional: To be able to reopen or update resolved cases and ignore the validation criteria that are defined in a case type, bypass validation logic by adding a role to your access group that grants you the pxIgnoreBulkValidations 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 Update.
- In the Case Type list, display relevant cases by selecting the name of a case type.
- Optional: To refine the list of cases, add filter criteria:
- Click Add Filter.
- In the Filter Property field, enter the name of the property
that you want to evaluate in each case.
For example: To evaluate the urgency of cases, enter Urgency. - 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.
For example: Enter 80 to show cases with the urgency larger than 80, as shown in the following figure: Entering filter criteria 
- Optional: To add more filter criteria, repeat steps 4.a through 4.d.
- Click Filter Cases.
Result: The application displays cases that meet all the filter criteria.
- Update values in the Name and Description
columns.
For example: To ensure that case workers who process existing cases apply new regulations, in the Name column, enter Add pics – new customer, and then, in the Description column, enter Adding pictures for new customers is now subject to additional privacy regulations. - Click Update.
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