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Bulk case edit actions

To edit multiple cases more quickly there is the option to bulk edit them. You can, for example, assign multiple cases to another user instead of assigning them one by one. You can also delete your cases or update the status for multiple cases at once.

  1. To do this go to the Cases tab.
  2. In the right top corner, select Edit. This creates empty check boxes before each case name in the table.
  3. Select the cases you want to edit by pressing the empty checkbox before the case and a checkmark will appear in that checkbox.
  4. Select in the bottom what you would like to edit.
    • Assign will open a dialog where a dropdown is displayed. Here you can select a new assignee. Press the Confirm button to assign all selected cases.
    • Update status will open a dialog where you can choose the status of a case. Press the Confirm button to change the status of the selected cases.
    • Generate reports will generate case reports for the cases you have selected.
    • Delete will open a dialog confirming you would like to delete all selected cases.