Apply holds via mass actions
Use the Mass Action tool to apply holds in bulk across multiple revenue contracts, performance obligations, or transaction lines.
Instead of applying holds one by one, you can use the Mass Action tool to apply holds across multiple contracts simultaneously.
Standalone Zuora Revenue: Mass actions support apply and release at the revenue contract, performance obligation (POB), and transaction line levels.
OTR: Mass actions support apply and release holds at the Revenue Contract (RC) and Transaction Line levels only. (POB holds are not supported).
Navigate to Workbench > Manage Mass Actions.
Click the New Batch (+) icon. The New Batch window opens.
On the Batch Details tab, configure the batch parameters:
Name: Enter a unique identifier for the batch.
Action On: Select RC, POB (Not available for OTR) or Transactions (Lines).
Action Type: Select Apply Hold.
Holds: Select the specific hold template you want to apply.
Comments: Provide a mandatory business justification.
Click the Filters tab to define the search criteria that will identify your target contracts or lines.
Click the Save icon to create the batch, then close the New Batch window.
On the Batches page, hover over your newly created batch and click the Query Data icon. The system will search for matching records, and the batch status will change to Data Identified.
Hover over the batch line and click the Review Data icon. The Review Data window displays all identified records.
Review the target list. You can manually exclude specific lines from the batch by toggling the Include for Apply Hold column to No.
Click Apply Hold to submit the batch and execute the holds.