Question

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:

  1. Select multiple case records from the list page.
  2. Click a custom button to trigger a bulk update action.
  3. After clicking the button, a dialog/page should open allowing entry of an invoice number and upload of an invoice file.
  4. 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/

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