Workflow

How to Bulk Mark CRM Tasks Accomplished

Verified end to end. A disposable CRM task was created, selected in the task list, marked Accomplished through the With selected menu, and verified through the task DataTable endpoint.

Evidence Summary

Workflow run
crm-task-bulk-complete-20260519T102105Z
Created task
433
Subject
AI Demo CRM Bulk Complete 20260519T102105Z
Bulk result
{"sim":1,"nao":0,"list_nao":""}
Final state
Realizado=T and perc_execution=0

CRM task bulk accomplished workflow diagram

Before You Start

Mark Selected Tasks Accomplished

  1. Select the checkbox for each intended task row. The verified checkbox value was 433.
  2. Open the With selected dropdown. The button updates to show the selected count.
  3. Choose Accomplished.
  4. Review the confirmation dialog. The verified dialog text was Are you sure? with Cancel and OK.
  5. Click OK.
  6. Refresh or search the list to confirm the selected task is no longer shown in open-task filtering.

Verified Payload

The bulk menu sends an AJAX request to the central endpoint.

FieldVerified valueMeaning
endpointPOST /ajaxserverCentral AJAX endpoint.
actionupdateRelcontactoMultipleBulk-updates selected CRM task fields.
ids433Selected task id list.
campoRealizadoField being changed.
valorTMarks the task as accomplished.
response{"sim":1,"nao":0,"list_nao":""}One successful update, zero failures.

Confirm Completion

  1. Search for the subject or task id after the bulk request completes.
  2. Confirm the row shows Realizado=T.
  3. Be aware that this bulk action only verified the accomplished flag. In the verified row, perc_execution remained 0; use the task detail page workflow when the percent execution value must also be set to 100.

The verified dt_tarefas lookup returned one matching row with numrel=433, Assunto=AI Demo CRM Bulk Complete 20260519T102105Z, CodTipoEv=ToDo, FDataPrevRealiz=19/05/2026 17:35, Realizado=T, perc_execution=0, and Prioridade=N.

Artifacts