Modifying several cases in Manuscript at one time, or in bulk, can be done by using Bulk Edit. To use Bulk Edit, get a list of cases that you want to work on, select their checkboxes, and click the necessary bulk action button at the bottom of your page such as Reply, Edit, Assign, Resolve, Close, etc. For example, you can:
- bulk reply to customers affected by a recently-fixed issue
- move several cases to another project at once
- resolve and close several cases at once
- assign several cases to someone at once
- subscribe to several cases at once
NOTE: You can also use quick search to edit cases by entering a comma-separated list of case numbers in the Manuscript search box. Put the following in the Manuscript search box, hit enter, and you will immediately get the bulk edit page for those cases.
Once you click the bulk action button you’ll be brought to a case edit page where you make the changes you need. You can do things like:
- Modify the Project
- Modify the Area
- Modify the Assigned to
- Modify the Milestone
- Modify the Category
Make the changes you need, feel free to use placeholders for entering case-specific information (or, click on the “Insert case-specific information” link above the Save button), and click Save, or depending on your action click Resolve & Close, or Resolve, etc. If you’re bulk subscribing, you don’t need to click Save. You can also view a preview of your edit text and the history of cases; just use the handy left or right arrows to quickly cycle through each case.