Report Group Action Flow
  • 21 Aug 2024
  • 2 Minutes to read
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Report Group Action Flow

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Article summary

Overview

Report Group Action Flows are Flows that perform actions on a group of selected rows in a Report. Flows with this behavior can be accessed and selected from the group actions menu of a Report. 

Group Actions enhances the functionality of Reports by enabling users to define Flows that operate on multiple selected rows simultaneously. It provides a convenient way to apply a specific set of actions to a group of data entries in a Report, streamlining data manipulation and improving efficiency. Below are a few examples of how the Group Actions can be utilized. 

Use CaseExample
Bulk Updates
Users can create a Flow that updates multiple rows in a Report at once. For example, a customer support team managing a ticketing system. With this feature, they can select multiple tickets from a Report and execute a Flow that assigns them to a specific agent, updates their status, or adds comments.
Batch Approvals
A process where multiple items need to be approved or rejected together. Create a Flow that triggers an approval process that applies to all selected items simultaneously. This significantly speeds up the process and eliminates the need for manual approval actions on individual items.
Collaborative ActionsA project management team could create a Flow that allows them to select multiple tasks from a Report and assign them to a team, update dates, or mark them as completed.
Data CleanupUsers can create a Flow that performs actions like deleting or archiving multiple rows in a Report, reassigning categories or tags, or merging duplicate entries. 
Mass Notifications
Users can create a Flow that extracts relevant contact information from the selected rows and triggers a notification action, such as sending emails, SMS messages, or push notifications to all the selected recipients simultaneously.

Configuration

To configure the Report Group Action Flow and leverage its capabilities, users can follow a straightforward setup process that allows them to define the desired actions and specify the behavior for the selected rows.

  1. In the Report Designer, go to the Properties panel and expand the Actions section.
  2. Under Group Action Behavior, choose Flow.
  3. Click on ADD to create a new Group Action for the Report.
  4. Provide a Name for the action, and make sure to check the Show UI checkbox if there are any UI elements in the Flow.
  5. Select the Pick or Create Group Action Flow button to choose an existing Flow with the Report Group Action Flow Behavior or create a new one. For this example, a previously configured Flow is selected. Please create a Flow based on your project needs.
  6. For this example, the Group Action Flow was configured to display a confirmation Form listing the selected accounts. Once confirmed, the Flow will deactivate the accounts and show a final confirmation pop-up message. A screenshot of this Flow is provided for reference. 
  7. Once the desired business logic has been created, save and close the Flow Designer to return to the Report.
  8. In the Flow Group Actions dialog, select OK and select Run Report.
  9. Multi-Select a few rows in the Report; the Group Action Menu will appear. Choose the Group Action created to initiate the Flow. 


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