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marco-looy
by marco-looy

perform_bulk_action

Execute case actions on multiple cases simultaneously to update properties, embedded pages, or attachments in bulk operations.

Instructions

Perform case action on multiple cases simultaneously (bulk operation). Executes the specified action on all cases provided in the request. In Infinity, actions are performed synchronously. In Launchpad, actions are performed asynchronously in the background. NOTE: Only supports case-wide actions that update cases directly - assignment-level actions like Transfer and Adjust Assignment SLA are not supported.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
actionIDYesAction ID for case/stage action (Example: "pyUpdateCaseDetails", "pyApproval"). CRITICAL: Action IDs are CASE-SENSITIVE and have no spaces even if display names do ("Edit details" → "pyUpdateCaseDetails"). Use get_case to find correct ID from availableActions array - use "ID" field not "name" field. This action must be a case-wide action that updates cases directly.
casesYesArray of case objects to perform the action on. Each case object must contain an ID property with the full case handle.
runningModeNoExecution mode for Launchpad only. "async" schedules the action to be performed in the background rather than immediately. Not applicable for Infinity which always executes synchronously. Note: As of Launchpad 4.3, there is no way to check the status of asynchronous bulk action processing.
contentNoA map of scalar properties and embedded page properties to be set during action execution. Same format as single case action content.
pageInstructionsNoOptional list of page-related operations for embedded pages, page lists, or page groups. Required for setting embedded page references.
attachmentsNoA list of attachments to be added to specific attachment fields during action execution.
sessionCredentialsNoOptional session-specific credentials. If not provided, uses environment variables. Supports two authentication modes: (1) OAuth mode - provide baseUrl, clientId, and clientSecret, or (2) Token mode - provide baseUrl and accessToken.

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