¶ Module "bulk functions" case types
We have received the wish from several customers to be able to change case type data in bulk. Many organizations have many case types and it is a lot of work, for example, to change the authorizations for all these case types, to change the legal term or to publish them to the case system.
Starting in version 2021.6, Case Types has a bulk functions module that allows these bulk actions to be performed quickly and easily. The module requires a valid license. For more questions about this, please contact your account manager at Decos.
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¶ New: all case types on 1 page
In order to be able to easily select all case types directly (and not page by page) we have removed the pagination and all case types and folders are shown on 1 page. In this way, for example, all case types can be selected in 1x (with the top check mark if they need to be published in bulk.
¶ Case type changes
In each line (both a folder and a case type) we now show a check box. All folders and case types that are checked are included in the bulk action. If a case type is published, it is automatically created into a draft after the bulk change.
When a folder is selected, all case types in this folder are also automatically included in the bulk action.
The "edit" button opens the screen in which multiple fields can be changed in 1x:
- Multiple lines can be added via the + button
- A line can be deleted via the trash can
- The first column shows all fields that can be changed
- The 2nd column depends on the type of field you select. With a date field you can only enter a date and with a term only a numeric value. So we take into account the type of field you are going to change.
Once all fields are set, the change can begin:
- You'll be notified once the bulk change is made
- All case types that are changed are automatically converted to a new draft version (unless the draft is changed)
- All selected case types can be published in bulk
¶ Change authorizations in bulk
Authorizations can also be changed in bulk:
Select the case types you want to change
Press the "Authorize" button
Indicate on the screen which permission should be given to which group. If the permission should not be changed, leave the check mark in the column "unchanged".
With the checkmarks in the top row you can give all groups the same right in 1x
Press Save and the changes will take effect
Again, the case types are converted to concept if they are not already
¶ Publishing multiple case types
Finally, multiple case types (or an entire folder) can be selected to publish in bulk to, for example, the test and production environment:
- Select the case types you want to change
- Press the "Publish" button
- On the screen, specify which environment it should be published to.
- Press Save and the case types will be published
- The status changes from draft to published.
¶ Associating multiple case types with a document type
In the bulk module it is also possible to link multiple case types in 1x to a document type:
- Go to documents
- Select a document type
- On the screen, click on the + icon for linked case types
- Select the case types to associate.
- Click Add
- Choose a direction and a metadataset, and click Add again
- The case types are now all provided with this document type
