Can i edit in Bulk field 5. Classification?
J

joana.brandao

Published:

02/03/23 10:32 AM

20 views

10

20

Hello,

I would need to re-classify some cases and instead of doing it one by one I wonder if it can be done in bulk.

Thanks

Idea

Updated

1 year

 

Comments

  • J

    Jay Elango

    2 years

    ago

    09/02/2023

    Awesome. I am glad to hear that you have resolved the issue. Thank you, Joana, for sharing how you achieved it. This guides other members too.

    • J

      joana.brandao

      2 years

      ago

      09/02/2023

      I found an easier solution.
      As i said before I have the case IDs to be changed. on the advanced search, I can add the case number and select only those ones  - so I'm sure I'm only applying changes to those - and after applying a macro or even editing specific fields directly.

      Thanks

      • J

        Jay Elango

        2 years

        ago

        07/02/2023

        Hi Joana,

        I connected with the product team. Here are a couple of ways you can achieve it;

        1. You could try and add them in a column if these case ids have one specific unique common property.  If so, then you can select the whole column and apply the macro to all at the same time.
        2. A  rule is also another way to automate these but there would need to be a certain specific property or collection of properties among these cases so that the rule can pick these up and update them - if such a collection is absent, then it is difficult to automate
        Hope this helps. 
        • J

          Jay Elango

          2 years

          ago

          07/02/2023

          Hi Joana -I'll review with my product team on this further and get back to you shortly. 

          • J

            joana.brandao

            2 years

            ago

            07/02/2023

            @jay i have a list of the case IDs that I want to re-classify field 5. any way to use this info to perform my task? 

             
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