service record action items

  • 7 August 2023
  • 3 replies


Need to disable about 125 action items in Enabled status, previously enable during either testing or in early development and implementation.  Is ther a way to do a bulk update from the Service Record Action list?


Best answer by alin.lupascu 8 August 2023, 12:16

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Userlevel 1
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For the moment this is not feasible in out of the box solution, so you have the possibility to create a feature request accessing and implement this in the future.


If you have additional questions about this you can contact us via chat or email and we can investigate the situation. 

Thank you and have a nice day!



Userlevel 3
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I hope you are doing well. 


You can try this. 

  1. Navigate to Settings → General → Scroll all the way to the bottom and “tick”  Automatically close all Action Items when closing the Service Record


  1. Proceed to closing all the SR’s that do have an active action item. This will make sure all will be closed along with the SR. Please keep in mind that this does not work retroactively so you might need to re-open those that are closed. 


Do let me know if this helps.