Our application includes multiple case types, so we have implemented data pages at the Work Group class level and are using them to populate the My Work List and Team Workbasket landing pages. However, we are facing a limitation in Constellation UI:
When data is sourced from classes other than the case type class, the Enable bulk actions option is not available. We have several common actions (such as Reassign, Add Notes, etc.) that need to be performed in bulk across items displayed in these lists.
We need guidance on how to implement or enable bulk actions in Constellation for lists that are powered by non–case-type data pages.
V25.1
To clarify bulk actions is designed for cases.
Right now, there is no capability for bulk processing for data (though I know feedback has been raised to ask for this)
Even in UI Kit apps, bulk processing landing page only worked on cases. Arguably the Constellation version is far better as you can enable this in any context of any view of cases, not just a single landing page to do this.
Configure bulk processing for case
I am unsure why you have a datapage outside a case? Is it because your datapage is as the Assign- level? or maybe you created in WorkBasket / Work Group class level as that was easiest to merge all the data together?
You can bulk process multiple case types, the underlying object needs to be a case though (work-). Maybe pivoting to that view would help?
Some Constellation 101’s that might help
A bulk processing case “wrapper”
If you are trying to run bulk processing against a list that isn’t a case, then I can see this possible by creating a case to undertake this bulk processing. I know from a development perspective this might sound strange but here me out.
- Add the list view / insight to a landing page
- Add a case launcher widget for bulk processing
- In the case, use a Data Reference (multiple records) to allow selection of the instances you want to update.
- As its a data reference, you can reference any datapage you like and have already built for this.
- The view would look the same as bulk processing for cases, select one or more, select all
From an end user perspective this would be seamless - they get the outcome they want and still from a landing page like bulk case processing.
In some scenarios an improved UX as you now have more control over the process for bulk updates, adding common asks like
- approvals
- confirmations (are you sure?)
- reviews of what is about to be updated
All before it is updated, and a mistake might have been made.
Hope that helps and the resources are useful.
Hi Marc, thanks for looking into this.
I’m trying to enable bulk actions on a table that displays cases from multiple case types. To achieve this, I created a Data Page and Report Definition on the ORG-DIV-Work(Class group) class so that it can fetch cases across different case types.
It appears that the above approach is for bulk actions for data objects. The “Allow Bulk Actions” option is available and works as expected when the table is tied to a single case type(e.g ORG-DIV-Work-Incident). But this option is not available when the table is sourced from the Work (work pool) class.
Could you please let me know if there’s a way to enable or achieve bulk actions in this scenario?
The DX API does support this.
I assume you meet all 3 requirements? Is the data page queryable? (that ties to a significant amount of Constellation features)
I have not configured this before, so would be relying on other experts experiences in this space.
We worked around this by overriding the view metadata and simply adding Bulkactions=‘true’. With this change, we’re able to perform bulk actions without any issues.
Although this approach is not recommended, we couldn’t identify any better alternative solution.
