Approve and assign requests in bulk

Users with the Approve Requests, Approve on Behalf of Others, or Assign Requests to Others permissions can approve and assign requests in bulk.

  1. Select Requests > View All Requests.
  2. Find a request by searching or using a filter(s).

    Note: To view all requests, in the column of your choice, click Flexible filtering icon.. In the filter (Filter icon.) section, select Check All, and then click Filter.

  3. In the row of each request you want to approve or assign, select the checkbox.

    All requests page with checkboxes highlighted

    Notes:

    • Selected rows are highlighted in blue.
    • To select all requests, select the checkbox in the column header.
  1. In any of the selected rows, click Assign - Aprrove icon. The Approve/Assign Request pop-up appears.

    Bulk approve - assign pop-up

  1. Do any of the following:
    1. Select the Users and/or Teams you want to assign the requests to.
    2. Select the Priority.
    3. Add any Internal Notes.
  1. Click Approve/Assign.