Selecting, bulk actions and export

Selecting cases and bulk actions

1. Point at the start of a row and click the box that appears to select it (or tab to it and press Space, or press x on the highlighted row).
2. A bar appears at the bottom with the number selected and Select all on page.
3. Pick an action. It applies to every selected case:

Action	What it does
Assign	Me, Nobody, or one of the people who may handle the first selected case.
Status	Any status.
Priority	Any priority.
Label	Adds one label, new or existing. Labels already on the cases stay.
Merge	With two or more selected: merges them into one. See merging.

[!NOTE] A bulk action goes through the same checks as changing each case by hand. A case that can't take the change (for example an assignee who isn't allowed to handle a restricted case) is skipped, and the message says how many were changed and how many skipped.

The × at the end of the bar clears the selection.

Exporting the list

Export above the list downloads the cases the view, search and filters select, with the columns you show, as Excel (.xlsx), CSV or PDF (up to 20,000 cases). The Incidents, Problems and Changes lists have the same menu.

Each file says what it is:

Format	Where it says so
Excel (.xlsx)	A sheet About this export with who exported it, when, how many rows, the filters, and a checksum of the rows.
PDF	The same, on its first page and in its footer.

[!IMPORTANT] Every export is kept in the export log, so an auditor can check a copy against it (exports).