Edit multiple tasks in Dispatcher Workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Select and open or bundle multiple tasks with Bulk Actions on Dispatcher Workspace.

    Select All

    The Select All check box selects all tasks on the current panel.
    Note:
    Changing the filter unselects previously selected cards.
    The check box has three states.
    1. None selected. No tasks are currently selected. This option is the default state.
    2. All selected. All tasks are selected. This option is the initial state upon toggling Select All.
    3. Indeterminate. Some tasks are selected. After toggling Select All, deselecting individual tasks will place the Select All check box in this state

    Bulk Open

    When one or more tasks are selected, the Bulk Open action appears. Selecting Bulk Open opens all selected tasks as individual tabs in Dispatcher Workspace.

    Bulk Auto-assignment

    When one or more tasks are selected, the Auto-assignment action is enabled. Selecting Auto-assignment will dynamically schedule all selected tasks. For more information, see Dynamic scheduling.

    Bundle

    When two or more tasks are selected, the Bundle action appears. Selecting Bundle creates a bundle of the selected tasks. For more information, see Bundling work order tasks
    Note:
    If the Dynamic Scheduling plugin (com.snc.dynamic_scheduling) and Field Service Task Bundling plugin (com.snc.fsm_task_bundle) are both enabled, the Auto-assignment and Bulk Open actions are consolidated into a drop-down menu.