Design/How-To for changing the Work Pool in Bulk Processing

I have worked on a couple of Customer Service projects now where there has been a need to extend the Pega provided out-of-the-box functionality around Bulk Processing. I thought it might be a good idea to capture one of these designs and share it with the wider community as a shrink-wrapped solution.

In this specific design document I show you how to customize the Bulk Actions screen to allow managers to choose cases for bulk processing from any Work Pool they have access to, rather than just their default.

20230705_TechNote_ChangingWorkPoolForBulkProcessing.pdf (1.21 MB)

@Tom_Holt Hi Tom, that looks great! Any chance something like this will become part of the product in a release in the foreseeable future, or could this perhaps be shared as a RAP in this post? It’s very clear and concise, but still :wink:

@BasRulesMatter! @Tom_Holt I believe this is already logged as a Product Enhancement under
FDBK-78393 (Bulk process “Is Any” filter include all access group work pools). Contact your AE for any further details.

@MarijeSchillern Happy for them to use my work

@Tom_Holt Hii Tom,

It’s amazing.

Hi Bas, I have to move all my assets to a shiny new Pega '23 environment, so I had to package this anyway - I thought I would include it here as you requested. Sorry if this took a while :wink:

ChangePoolInBulkProcWithTests_0101_20231026.zip (109 KB)

@Tom_Holt Nice one, Tom! :slight_smile:

@MiaS16923913 Thanks - Appreciate positive feedback :slight_smile: