How to mass update a field in a selected set of requests?

How to mass update a field in a selected set of requests?

Mass update helps you update a particular field in a selected set of requests. To carry out a mass update select the requests you intend to update in the requests list view which would highlight the Update option. 

Select the field you intend to update and provide a new value to be replaced with. On providing the input click Save to mass update the field in the selected requests. 


    • Related Articles

    • How do I set priority for the requests automatically?

      You can set Priority for requests based on conditions, Workflow Rule and Workflow Assignment Values. Goto Setup > Workflow Settings > Create a workflow rule. Then create a workflow assignment value and associate that to the Workflow Rule. For ...

    • Can I delete all requests in a single click?

      Certainly. You can mass delete Requests in Zoho Support. You can delete a maximum of 50 requests in a single click. To carry out this action, Goto to Request module in support portal. Set the records per page view to show 50 Requests. Check select ...

    • Can I update a particular field based on the incoming Request?

      Yes, you can update a particular field using WorkFlow Assignment Values. Goto Setup > Workflow Settings > Create a workflow rule. Then create a workflow assignment value and associate that to the Workflow Rule. For detailed help to create workflow ...

    • Can I sort the requests in the requests homepage?

      Certainly. You can sort the requests in either ascending or descending order for a selected option. There are various options for sorting requests namely, Request ID, Subject, Status, Priority, Contact Name, Request Owner, Due date, Recent thread, ...

    • What happens when the Portal access setting is set to "All Customers"?

      When the portal access is set to 'All Customers", Anyone can access the customer portal by accessing the URL to submit requests and search knowledgebase. However, to track their request status, the customers need to provide credentials to log into ...