If you have a large number of projects or shells with several business processes in the same state, you can edit/modify (update) multiple BP records (bulk edit) at once.
In order to be able to edit/modify multiple BP (bulk edit) records through integration:
- An interface must have been defined in uDesigner.
- You must have permission to perform bulk edit (Allow Bulk Edit).
Note: You can update a maximum of 200 records using bulk workflow update.
You can edit/modify multiple BP records, both the workflow and non-workflow, at the following levels:
- Project
- Shell
- Company
You can edit/modify multiple BP records (bulk edit), both the workflow and non-workflow, from the following nodes:
- Company Logs
- Project/Shell Logs
To edit/modify multiple BP records (bulk edit), both the workflow and non-workflow, from the Company Logs node
- Go to Company Workspace and switch to User mode (
). - From the left-hand Navigator, click Company Logs node to expand.
- Click the desired BP to open the BP log.
- From the log, ctrl+click to select the BP records that you want to edit.
- Click Actions and click Bulk Edit to open the Bulk Edit window.
The window is divided into two panes. Use the left-hand pane to edit the Upper Form of your business process.
Unifier automatically selects the Update checkbox when you type into or modify a field. You can deselect it if you do not want to modify the field at this time.
Use the right-hand pane (Action Status) to preview the status of each record.
- When finished, click Close.
To edit/modify multiple BP records (bulk edit), both the workflow and non-workflow, from the Project/Shell Logs node
- Go to your Project/Shell and switch to User mode ().
- From the left-hand Navigator, click Logs node to expand.
- Click the desired BP to open the log.
- From the right-hand pane, log, ctrl+click to select the BP records that you want to edit.
- Click the desired BP to open the BP log.
- From the log, ctrl+click to select the BP records that you want to edit.
- Click Actions and click Bulk Edit to open the Bulk Edit window.
The window is divided into two panes. Use the left-hand pane to edit the Upper Form of your business process.
Unifier automatically selects the Update checkbox when you type into or modify a field. You can deselect the Update checkbox if you do not want to modify the field at this time.
Use the right-hand pane (Action Status) to preview the status of each record.
- When finished, click Close.
Additional information about editing/modifying multiple BP records (bulk edit)
The Bulk Edit option (for multiple BP records) enables you to edit the fields from the Action Form (Upper Form) of the current step in the workflow.
You cannot use the Bulk Edit option for multiple BP records to edit:
- Fields in a dynamic data set
- Fields from line items
- System-defined fields, such as record number, status, or due date
The Bulk Edit option for multiple BP records is not available for the following BPs:
- Resource Booking BP
- Timesheet BP
- Single-record BP
Fields that are configured for auto-sequencing are not available for bulk edit since the values for these fields are system-generated.
You cannot use the Bulk Edit option for single, or multiple, BP records to update a field that has value uniqueness configured.
You can update a maximum of 200 records using Workflow update (Action Without Preview window > Workflow Actions).
Only the Upper Form is modified during Workflow update (Action Without Preview window > Workflow Actions).
The Workflow update (Action Without Preview window > Workflow Actions) is not supported on tasks that are on the Initiation step.
When you send the record to the next step, Unifier performs validation for the required fields.
At the company-level and project-level, when you are taking action on multiple tasks, you must have Allow Bulk Edit permission for each task.
For bulk update, the fields are from both Upper Form and Details forms (drawn from integration templates in uDesigner). Some business processes do not support integration. As a result, you cannot take multiple actions on these business processes because integration is used in multiple action.
Unifier does not allow Bulk edit of Data Picker based on a query.