If you have the Allow Bulk Edit permission, you can select one or more business process records from a master log (Master Log - Business Processes node) and perform bulk edits on those selected records.
Note: The name of the Master Log - Business Processes node can be customized.
You can select records across projects or shells to perform bulk edit.
The following Data Definitions cannot be modified using Bulk Edit in a Master Log:
You cannot modify the following data definitions when using the Bulk Edit option from a master log.
- Image Picker
- Program Picker
- Company Picker
- Group Name Picker
- User Picker
- Project Picker
- BP Creator
To edit multiple BP records (bulk edit) from the master log (availability based on permission)
- Go to Home page.
- Click Master Log - Business Processes node.
- Click to select the BP record that you want to edit.
- From the right-hand pane, 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.
- Proceed with your edits, save, and close the window.
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.