Mass update requests

Users with the Mass Update administrative permission can update and assign multiple requests at once, including adding notes.

Important: Mass update cannot be undone.

To mass update requests:

  1. Select Requests > View All Requests. The All Requests page appears.

    All requests page

  2. Select the checkboxes next to the requests you want to mass update.
  3. Select Actions > Mass Update.
  4. Next to each field you want to mass update, select the checkbox, and update the field.

    Mass update request fields

    Notes:

    • If you select the Request Category checkbox:
      • If a field was in the old category and is in the new category, that field and data are kept in the request.
      • If a field was in the old category and is not in the new category, that field and data are deleted from the request.
    • If you select the Assign To User(s) or Assign To Team(s) checkbox, only users or teams that can be assigned requests appear.
    • If you add Notes, you can limit the note to admin users by selecting the Internal checkbox. An emails is sent to all applicable users from the selected requests.
  5. Click Next. The Confirm Mass Update page appears.

    Confirm Mass Update page

  6. If desired, update the priority.
  7. Click Go! A confirmation pop-up appears.
  8. Click OK.

The Mass Update status changes to Success when it is complete.

There are additional options on the All Requests page that allow you to customize your view.