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Troubleshooting errors in bulk processing

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

  • The Bulk actions option is not displayed in the operator menu of your portal.

    1. Associate a role with your access group that grants you the Work-.PerformBulk privilege.

    2. Refresh your session.

  • The list of items to bulk process is read-only.

    1. Hover over the Lock icon in the list to see the name of the user who currently has the case open.

    2. Contact the user to coordinate an appropriate time for you to bulk process the case.

      You cannot update a case while it is locked by another user.

    3. After the user has closed the case, click Update to refresh the list.

  • The Processing Results column displays a failed status.

    1. Hover over the failed status to view an error message.

    2. Follow the instructions in the error message to resolve the issue.

    3. Rerun the bulk action.

  • The Processing Results column never displays a status.

    1. Use the Records Explorer to view the list of agents in your application.

    2. Verify that the Pega-ProCom agent exists on your node.

    3. Open the Agents form for the Pega-ProCom agent.

    4. On the Schedule tab, add the AgentBulkProcessing activity to the Scheduled Agents list and select the Enabled check box.

    5. Select the Enable this agent check box.

    6. Save the Agents form.

  • The Instruction column displays errors.

    1. Click Dev Studio > Case Management > Tools > Work Admin > Worklist Assignment Errors .

    2. Review the list of problem assignments and their corresponding error messages to determine which errors can be cleared.

  • You are not notified when background processing is completed.

    1. Ensure that the Default email account is correctly configured in your application.

    2. Open your Operator form and verify that a valid email address is provided in the Email field.

  • The list of flow actions in the Select Action list is incomplete.

    The Select Action list displays only flow actions that are visible to your current workpool and have a common ancestor class to the cases that you are bulk processing.

    To display a flow action that is disqualified from bulk processing:

    1. Open the flow action that is missing from the list by using the Records Explorer or searching for it.

    2. On the Action tab of the Flow Action form, clear the Disqualify this action from bulk processing check box.

    3. Save the Flow Action form.

    To display flow actions for cases:

    1. On the Bulk actions form, remove filter criteria that evaluates an assignment in the Filter Property column.

      For example, delete rows that contain Assigned to Operator or Assigned to Work queue.

    2. Click Filter Cases.

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

    To display flow actions and connector actions for assignments:

    1. On the Bulk actions form, add filter criteria that evaluates an assignment in the Filter Property column.

      For example, add rows that contain Assigned to Operator or Assigned to Work queue.

    2. Click Filter Cases.

    3. Select the check box next to each assignment for which the flow action will be run.

  • Creating cases in bulk

    You can create multiple cases at once by using the Bulk actions form. Create cases in bulk to define case details, such as labels and work statuses, in one step without manually interacting with individual forms.

  • Updating cases in bulk

    You can update multiple cases at once by using the Bulk actions form. Update cases in bulk to set the values of case details, such as labels and descriptions, in one step without manually interacting with individual forms.

  • Running flow actions in bulk

    You can run the same flow action for multiple cases at once by using the Bulk actions form.

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