WorkspacesThis topic relates to Journey Workspaces | Workspaces UserIncludes bank staff, helpdesk, relationship managers, and managers | This feature was introduced in the 22.10 release
Some of the text and images below may not match what you see in your Journey Workspaces app. This is because the features described are based on a default Journey Workspaces configuration, and your Workspaces app may be configured differently; for example, with your company's branding, with fields for other information, or with a custom layout. Nevertheless, the features described work the same way in every Workspaces app.
Workspaces provides a set of standard actions for working with applications and tasks. By default, all actions act on a single application or task. Sometimes, however, you may want to perform the same action on several tasks. The Bulk Action feature provides a convenient and efficient way to perform an action on multiple tasks all at once, rather than having to select each task item one at a time and performing the action. Bulk actions are particularly efficient when an action requires the entry or selection of additional data to complete it, such as selecting a user from a list.
Bulk actions are available on the Journey Workspaces List screen only. Neither Journey Brokers nor Journey Applicants support bulk actions, nor can they be performed from any Details screen.
To perform a bulk action, you first need to activate the Bulk Action mode. Activating this mode displays the Bulk Action panel which contains an Action selector and an Apply button. The Bulk Action mode is deactivated when you apply the Bulk Action action or via the Bulk Action mode selector. Deactivating the Bulk Action mode hides the Bulk Action panel.
To perform a bulk action, first ensure the Bulk Action mode is active, then select an action to perform from the Action selector. If the selected action requires a target user, the User selector is displayed. Select one or more tasks from the item list and, if required, a target user from the User selector. The order in which you make these selections is not important. Finally, once all selections have been made, apply the selected action to the selected tasks. A notification is displayed indicating the success or failure of the bulk action. A bulk action fails if the action fails for any of the selected tasks.
A Workspaces administrator can refer to the Journey Manager logs for more details about why a bulk action failed.
When you activate the Bulk Action mode, all of the items in the item list are disabled. Deactivating the Bulk Action mode enables all items in the item list again. Once the Bulk Action mode is active, each time you select an action to perform from the Action selector, the items for the tasks that can be targeted by the selected action are enabled with all remaining items disabled. You can use the Paging Tools to navigate amongst item list pages to find the tasks you need. However, when you click Apply, the action is applied to the selected tasks on the current page only. Selected items on other pages are ignored.
The actions that can be performed as bulk actions are:
Each of these actions is described in separate topics. Click an action name in the list above to learn about these actions.
The following example illustrates the steps required to reassign several tasks using the Bulk Action feature.