A bulk phase action allows the user to select multiple items in a worklist and then transition them from one phase to another.
Once a user has chosen the items they wish to change the phase of and clicked the phase button, they will be shown the bulk phase change screen. This screen allows the user to see which reassignments will be successful or unsuccessful. They can then choose to continue by clicking Reassign.
Feature Configuration
Access this global feature at Launchpad > Admin > Features > Global Features. Search for assign.
This feature allows you to configure the bulk assignment options that are available throughout the system. The bulk assign actions box shows all of the bulk assignment actions that are currently configured in the system. You can use the burger menu at the end to disable or delete these actions.
Adding a New Bulk Phase Action
Clicking on the add new button allows you to configure a new bulk phase action. The configuration details the role that will be reassigned and also the configuration for the bulk action valid / invalid screen. This screen lists all items that would be successful and all items that would not be successful.
| Feature Element | Description |
|---|---|
| system name | The unique system name for the action |
| Action Name | The name that will be displayed in the menus |
| Description | The description of the action |
| Icon | The icon that will be shown for the action |
| Active | Indicates that the option is active |
| Valid List View | Specifies the list view that should be used to show valid selections |
| Invalid List View | Specifies the list view that should be used for showing invalid selections |
| Bypass Phase Guards | Ignore any phase guards that exist for the transition |
| Requires Confirmation | Ask the user to confirm they want to make the change before executing it |
| Required Permission | Specify any specific global permission that is required to perform the action |
| Work Type | Specify the work type the phase change applies to |
| Phase Transition | Specify the phase transition it applies to e.g. In Progress to Complete. The available phase transitions are taken from the phase plan for the work item. |