Updating Multiple Work Items at Once

You can use mass updates to change the same field value or execute the same transition on multiple items at the same time. For example, you can transition multiple items to an "assigned" state at once.

You can mass update items if you have the appropriate privileges and your administrator has enabled fields for mass updates.

Using Mass Update

  1. From the Work Center toolbar, click the icon for a pinned application or application group.
  2. Click the Reports expander from the navigation pane.
  3. Select a report category (All Reports, for example).
  4. Search for the report you need, or filter the list of reports to the Listing type.
    Note: You may need to create a report that returns the list of work items you want to update. For guidance, refer to Creating Reports.
  5. Click the report title to run the report.
  6. From the report results, select the check box next to each item you want to update.
  7. Click Update All Checked, located at the bottom of the results list.
  8. Actions are available to you based on your process and privileges. Select an action for your mass update, and then click Next.
  9. Your administrator determines which fields available for mass updates. Modify field values as needed, and then click Finish.
  10. View the mass update results. Click the links to open individual items in a separate browser window and update individually as needed.