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Running flow actions in bulk

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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. Modify the filter criteria to refine the list of cases.

    By default, the 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 a property to evaluate in each case.

    3. Select a comparator from the Condition list.

    4. In the Filter Value field, enter a case-sensitive value that is compared with the value of the Filter Property.

      For example, you can find cases that were recently created by comparing the Create Date/Time property with a specific date.

    5. Repeat steps a through d to add more filters.

    6. Click Filter Cases to narrow the list of results.

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

  6. 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.

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

    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.

  • Bulk processing

    You can use the Bulk actions form in the Case Manager portal to process more than one case at a time. Bulk processing saves time and is less error prone than processing cases individually.

  • Pega-ProCom agents

    The agents in the Pega-ProCom ruleset process email, service-level agreements, and assignments. The agents in this rule provide the following types of processing:

  • Troubleshooting errors in bulk processing

    The following issues can arise when you bulk process cases in your application:

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