Enabling Bulk Actions in Constellation with Work Group-Level Data Pages

User Experience
2

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.

  1. Add the list view / insight to a landing page
    1. image
      image1918×369 19.9 KB
  2. Add a case launcher widget for bulk processing
    1. image
      image1919×614 28.4 KB
  3. In the case, use a Data Reference (multiple records) to allow selection of the instances you want to update.
    1. As its a data reference, you can reference any datapage you like and have already built for this.
    2. 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.