How to do bulk assignments for records?

#1

Hi everyone,

I have a field called assign_to of type User
so, I enter a record and change the assign_to field manually for each record

I wonder how to do bulk assignments?
for example selecting multiple records and the assign_to field show up to change all of them

I think the bulk assignment is a main feature in any CRM … and I think you already have solutions for such thing … could you share it with us … thanks

#2

You can bind manual automation on record lists which would allow you to process multiple records at a time. Currently, there is a workflow prompt to provide record selection, but there isn’t anything to provide user selection. If this is a critical thing, you could create a record for every user and use that as a workaround.

If I recall correctly, we were discussing adding a user select prompt as well, but it hasn’t yet been done.

For automation scripts (you’re using them if I’m not mistaken @munawir ), there isn’t anything there, so you’ll need to use a workflow, or hack around via browser alerts in client scripts.

#3

hello @tjerman again

I did a proof of concept demo for the task
with the help of Option select

I have a few questions here
first of all, where can I find the reference for these parameters?
what’s the type and value in the arguments?

image
image504×719 30.1 KB

and here is the prompt
image

how can I add an option to cancel the operation?
and is it possible to change the location of the prompt?

#4

Looks like I missed the prompts when writing the reference, my bad, but for the rest – here

For the data types for the arguments – here

You can add an extra option such as cancel, the select step doesn’t have a cancel button but it might be added if I’m not mistaken.

Only in source code if you’re forking the web applications.

#5

could briefly explain Type and Value arguments?

#6

and I think in any CRM the bulk operation is very important
so its implementation should be native and straightforward

do you have any plan for this in your timeline?

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#7

type tells the prompt how to display the provided options; available options are select and radio

value states the default value for the prompt; provide an array of values when you allow multiple selected items.

At the moment, not that I’m aware of (cc @mia.arh).
Feel free to refer us to any sources, examples, scenarios, or wireframes of how you’d envision this feature to look.

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#8

I would recommend checking out SuiteCRM

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#9

another UI/UX thing, the prompt appears on any page on Corteza
for example, if the prompt appears and I’m not sure which value to choose
I need to check some other pages then I’ll fill the prompt

the thing is, when I’m checking the other pages, the prompt appears on the other pages!!

#10

I got the bulk assignment working and I want to share my solution

I have a custom field called assign_to which is of type User
fortunately, the users which are assignable is limited
so I hard-coded the user name and their IDs like this

{
  "294777982239637506": "Rahaf",
  "294778094563098626": "Sara Q",
  "294775365480480770": "Manar"
}

then I loop through selected records and change the assign_to field

the downside is the hard-coded values

#11

@tjerman just found a limitation

when a record-list page has 1000 records, I filter them to, for example, 200 records. the records displayed on a page are 20 records

now, I have to do bulk assignment page by page!
is there a way to select all the 200 records at once?

1 Like
#12

Hi,
like in various CRM:
1 - every field should have in his settings if available for mass edit
2 - when selected record you click on Edit button
3 - all fields form the module that have enabled mass edit are shown in a form, where you can insert values you want to mass edit

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