What is Bulk Action?
Bulk Action is a Movidesk feature that allows you to update or apply the same action to multiple tickets simultaneously [cite: 1]. This batch action feature optimizes operation time, eliminating the need to open and edit tickets one by one [cite: 1].
What batch actions can be executed?
Through bulk action, you can apply several simultaneous changes to your ticket list [cite: 1]. Supported actions include:
Ticket Data: Change type, service, category, urgency, subject, and change additional field value [cite: 1].
Status and Relationships: Change parent ticket status and add action [cite: 1].
Assignment and Clients: Change ticket client, change assignee, add to copy (Cc), and remove from copy (Cc) [cite: 1].
Organization (Tags): Include TAG, define TAGs, remove TAGs, remove specific TAGs, and include TAG to action [cite: 1].
Others: Remove asset(s) [cite: 1].
Important Notice: It is possible to apply more than one action at the same time in a single bulk action [cite: 1].
Requirement: Access Profile Permission (Agents)
For an agent to be able to use batch editing, the permission must be active in their access profile [cite: 1].
How to enable:
Access Settings > Access Profile [cite: 1].
Open the access profile of the Agents type [cite: 1].
Go to the Tickets tab [cite: 1].
Look for the Ticket listing and visualization section [cite: 1].
Enable the option: "Allow the agent to perform bulk ticket action" [cite: 1].
How to apply Bulk Action (Step by Step)
Mass editing is available exclusively in the List type view [cite: 1]. (Note: The function is not compatible with Kanban type views) [cite: 1].
Access the Agent Dashboard (or your custom view) [cite: 1].
Open a List type view (example: "All tickets") [cite: 1].
Use the necessary filters to find the tickets and select the checkbox next to each ticket you want to change [cite: 1].
In the upper corner of the list, near the "Search" field, click the Options button [cite: 1].
Select Bulk action [cite: 1].
In the window that opens, locate the Actions field and choose the desired modification [cite: 1].
Click Save to apply the batch actions [cite: 1].
To confirm the success of the operation, you can open any of the changed tickets and check the Change history tab [cite: 1].
Frequently Asked Questions (FAQ)
Can I apply a TAG to tickets with a "Closed" status via bulk action?
Yes [cite: 1]. Access the list view, select the closed tickets, click Options > Bulk Action [cite: 1]. In the actions field, choose "Include TAG" or "Define TAGs", select the desired tag and click Save [cite: 1].
Does the system register that the change was made via Bulk Action in the ticket history?
There is no exclusive "Bulk Action" label [cite: 1]. The Change history will register the name of the agent who executed the action and what was changed [cite: 1]. Tip for audit: If the agent applies batch actions, all changes to the selected tickets will be saved with the exact same date and time [cite: 1].