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
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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