kenny.foo's avatar
kenny.foo
Icon for Iress Contributor rankIress Contributor
30 days 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
25 days 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 Iress Contributor rankIress Contributor
    24 days 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.

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

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