kenny.foo's avatar
kenny.foo
Icon for Xplan Expert rankXplan Expert
6 months ago

8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!

Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need!  Have questions like these?: Where do I start with desi...
xplan
alison.isherwood's avatar
alison.isherwood
Network Navigator
6 months ago

Hi- we've been advised by Iress that we cannot bulk update/remove/cancel review threads.  This is causing a massive waste of time and we are in a position where we no longer want to use this functionality.  Does anyone have a way to manage these reviews in bulk?  Any shortcuts would be handy, as at the moment we have to go into each individual entity - go to Workflows and Reviews and manually change it.  Thanks

  • kenny.foo's avatar
    kenny.foo
    Icon for Xplan Expert rankXplan Expert
    6 months ago

    Hi alison.isherwood​, without knowing the specifics of what you're trying to achieve, there are a couple of options that might help:

    1. If you're updating a Thread template, you can push the update to existing threads by clicking on the "Update All Threads" button. Note that this only updates threads which do not have any tasks activated as yet.

    2. To close out threads in bulk, you can filter for tasks by thread template in Classic Tasks View only, and abort all tasks in bulk. You can then abort all subsequent activated tasks, choosing the shortest path, until the threads are closed.

    If you need help with any specific scenarios, please raise a Service Desk request via Iress Connect for a team member to investigate.

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