Feature request - bulk edit or delete custom object records
Posted Oct 11, 2023
Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]. (2-3 sentences)
Add bulk edit options to the agent workspace so that custom object records can be managed in bulk so that agents and admins can maintain and update these records more efficiently.
What problem do you see this solving? (1-2 sentences)
When needing to update a custom object's records, you need to open them one by one to edit or delete them. This process takes a significant amount of effort and can lead to inconsistencies when updating a significant number of records.
When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? (3-4 sentences)
This is an on-going issue based on the agent and admin interfaces. I'm unsure the impact as we're on our first build out of using the custom objects feature, but it reduces the effectiveness of the feature overall as it makes record management time intensive.
Are you currently using a workaround to solve this problem? (If yes, please explain) (1-2 sentences)
Bulk edits managed by middleware (Tray.io) via API.
What would be your ideal solution to this problem? How would it work or function? (1-2 sentences)
Similar to the bulk update check boxes in ticket views, it would simplify the record modification process if there were bulk update checkboxes so that you could delete multiple records (ie. contacts for a specific customer) or edit them (reassign account executive for a customer to a new exec). This would assist with the maintenance of these records.
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2 comments
Ashwin Raju
Hey Matthew.. I just realized that we hadn't responded back to your feedback..
You can edit custom object records using the data importer.. You can use the external ID as a unique identifier to UPDATE or UPSERT(Update+Insert) records. Here are the docs associated with it - https://support.zendesk.com/hc/en-us/articles/6100391508250-Bulk-importing-custom-object-records
There are a few exciting enhancements that are in the roadmap around update itself. We will soon be offering the ability to define the Name field of the custom object record as “Unique”. This will enable you to use the value in the Name field to bulk update records instead of the external id.
We currently do not have a Bulk deletion at the moment. Will let 1264158221429 chime in with his thoughts there..
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Shawna James
I know I have already noted this on another one of your posts but thank you for using product feedback template on future pieces of feedback.
For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the the comments below. Thank you again!
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