Bulk Operations
Enables managing multiple tickets simultaneously with the following actions:
- Edit – Modify fields such as priority, category, or assigned agent for multiple tickets at once.
- State Transition – Change the status (e.g., move all selected tickets to "Resolved").
- Move Ticket – Transfer tickets from one ticket type to another (useful when incorrect categories are assigned).
- Delete – Remove duplicate or invalid tickets in bulk.
Steps to Perform Bulk Operations
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Select Tickets
- In the Ticket Inbox, select multiple tickets using checkboxes.
- The Bulk Operations option becomes available.
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Choose Operation
- A screen appears with multiple operation choices:
- Edit Issue: Modify field values for selected tickets.
- Move Issue: Change the location of selected tickets.
- Transitions: Progress tickets through the workflow.
- Delete Issue: Remove selected tickets permanently.
- A screen appears with multiple operation choices:
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Provide Operation Details
- If you select Edit Issue, you can update ticket fields in bulk.
- If you select Move Issue, you'll need to specify the new category/location.
- If you select Transitions, you'll choose the next workflow step.
- If you select Delete Issue, a confirmation is required before deletion.
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Confirm and Execute
- After providing necessary details, confirm the operation.
- The changes apply to all selected tickets.
Benefits of Bulk Operations
- Time Efficiency: Perform actions on multiple tickets simultaneously instead of one by one
- Consistency: Apply the same changes across multiple tickets to ensure uniform handling
- Workload Management: Quickly process large volumes of tickets during peak periods
- Error Reduction: Minimize the risk of inconsistent updates when handling similar tickets