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Bulk Creation, Update, Delete, De-Activation: issues, routing rules, queue topics, topic groups

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Level 2

11-08-2022

Description - The ability to create, update, delete, and de-activate issues, routing rules, queue topics, topic groups in bulk

How would you like the feature to work - It would be ideal if there was a "Master Dashboard" for Group Admins that you could create, update, delete, and de-activate routing rules, queue topics, topic groups and apply forms and then assign them to projects and templates all in one place in bulk. 

Current Behaviour - When an update is needed or a new issue form needs to be added we have to manually add, update, delete, or de-activate the form, routing rule, queue topic, and topic group to over 1000's of projects and 100's of templates. This effort takes our team days to complete.

Why is this feature important to you - We are making implementation decisions based on maintenance burden and if we could have bulk action, we could better meet the needs of our users without having to account for days of work to make all the updates. 

10 Comments

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Level 2

15-08-2022

@MoniqueEvans, I attended a Workfront webinar that you presented in the past and have seen some great advice from you on other Community posts! Any chance you could share some advice on how you have resolved this for your team? We use our project issues to make requests from one internal team to another to keep them associated with the project so the global request queue is not a great alternative. 

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-WE
Level 9

15-08-2022

If your company hasn't procured Fusion, I can't recommend it highly enough to address challenges like this.

We use Fusion to manage thousands of queue topics, routing rules, and project queue details in ways that would never be feasible without Fusion. And, it's fine-tuned in a way that Workfront could never enable "out of the box." 

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Level 2

29-08-2022

@-WE could you provide any additional information about how you use Fusion to accomplish this or direct me to some resources to explore this? 

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-WE
Level 9

29-08-2022

It requires a fairly thorough knowledge of the API and especially the relationship between project/queue/queue topics/topic groups/routing rules. It's necessary to master the API syntax to create/edit/delete these objects. 

With that knowledge, the Custom API Call module in Fusion can be employed to perform those actions in bulk.

Unfortunately every customer will have niche requirements for working with these types of objects, so any advice relevant to this topic would have to take those detailed requirements into account. Worthwhile to outsource the development if you don't have an internal resource with API knowledge. 


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Level 2

21-09-2022

@jon_chen could you confirm that currently the only way to make these kind of bulk updates would be through Fusion? 

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Administrator

22-09-2022

Hey @Alexa_M_PSU I have confirmed with an internal SME and your assumption is correct. You would need to use Fusion to make these bulk updates because queue details are on each project and are different objects on the project; they are not considered field information. 

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Level 1

26-09-2022

@jon_chen, are there any plans in the near future that Workfront will enable these kinds of bulk updates without Fusion?

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Administrator

26-09-2022

Hey @jmd147 Unfortunately I cannot confirm if we are planning to include these type of capabilities into the native platform anytime soon. I'd encourage you watch our product release webinars to see if there are any relatable features in the coming months, and continue to spread awareness of this idea so that it has a higher likelihood of being included in our bi-annual ideas prioritization discussions.