How to Perform Bulk Update with Custom Dialog and File Upload in Case Section Freedom UI?
I need to implement a bulk action in the Case section where users can:
- Select multiple case records from the list page.
- Click a custom button to trigger a bulk update action.
- After clicking the button, a dialog/page should open allowing entry of an invoice number and upload of an invoice file.
- On saving the dialog, the invoice number and the uploaded file should be associated with all the selected cases.
Has anyone implemented this kind of bulk update scenario, especially one involving a modal dialog and document upload? Are there example articles, source code samples, or best-practice guidelines for handling both data and file updates for multiple records in Creatio?
Any insights or pointers to relevant documentation would be greatly appreciated!
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Hi Akshit Saxena,
I suggest you use a business process to implement the needed functionality:
1. Add a button to the required list page that will trigger that business process
2. To open a dialog (mini page) use the Pre-configured page process element:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/user-actions/pre-configured-page-process-element
3. To update record use the Modify data process element:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/modify-data-process-element
4. To save file use the Process file process element:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/process-file-element
Please note the Script task process element, which may be useful for handling complex logic in your business process:
https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/script-task-process-element
Also, check out these articles, they may be useful:
https://customerfx.com/article/launching-a-process-for-multiple-records-in-a-creatio-list/
https://customerfx.com/article/prompting-a-user-for-information-using-a-mini-page-from-a-creatio-process/