Bulk actions enable agents to efficiently perform the same action on multiple incidents at once. This article provides step-by-step instructions for performing bulk actions directly from the incident listing page.
Permission Requirements for Bulk Action:
To perform bulk actions, agents must have the appropriate team-level permissions.
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Perform bulk actions on up to 50 incidents
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Perform bulk actions for more than 50 incidents
These permissions can be enabled under Incident → Incident Properties in the system settings.
Bulk Action: Assignee
To perform bulk assignments or reassignments, agents must have the following permissions:
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Assign Incident
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Reassign an Assigned Incident
Agents can bulk-assign incident to another agent by following these steps:
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Select incidents: Choose the incident you want to assign to an agent from the incident listing page.
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Access Bulk Action Bar: After selecting the incidents, a bulk action bar will appear at the top of the listing page.
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Select Assignee: Use the dropdown menu in the bulk action bar to choose the agent to assign the incidents.
Note: Only agents who belong to the team associated with the selected incidents will appear in the dropdown.
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Apply Changes: Click the Update button to confirm the assignment.
Processing time depends on the number of incidents selected and may take a few seconds to a few minutes.
Bulk Action: Ticket Status
To perform a bulk update of ticket statuses, the following permissions should be considered:
- Set Incidents to Completed Behavior: Required to update ticket statuses to those with "Completed" behavior.
Steps to Bulk-Update Ticket Status:
- Select Incidents: Choose the incidents you want to update the status for from the incident listing page.
- Access Bulk Action Bar: After selecting the incidents, a bulk action bar will appear at the top of the listing page.
Note: The status field in the bulk action bar will only be listed if the selected tickets belong to the same team.
- Select Status: Use the dropdown menu in the bulk action bar to choose the desired status for the incidents.
- Apply Changes: Click the Update button to apply the new status to the selected tickets.
Processing time depends on the number of incidents selected and may take a few seconds to a few minutes.