The "Search/Update/Delete Dynamic Resolution Reasons in Torq Cases" workflow template streamlines case management by allowing users to efficiently update resolution reasons across multiple cases. This workflow accepts exact search terms and a new resolution reason, queries cases using server-side filtering, and presents a confirmation table of matched cases. Upon confirmation, it bulk-updates cases and provides detailed success and failure reports, enhancing accuracy and consistency in case resolution data.

Use Cases

Case Management

Workflow Breakdown

Accepts one or more exact search terms (one per line) and a new reason to replace them with.
Queries all cases via server-side filtering — no client-side processing, scales to any case volume.
Shows a confirmation table of every matched case before making any changes.
Bulk-updates all matched cases to the new reason on confirmation.
Reports per-case success and failure with separate tables for any errors.