Use the Actions option to take similar actions for multiple tasks.
You can select multiple tasks (ctrl+click), click Actions drop-down list, and perform the following actions:
- Accept
- Undo Accept
- Hide
- Unhide All
You can use the following options to modify multiple records:
- Action with Preview
To open multiple records one record at a time. and modify the contents.
Note: The records must belong to the same business process, and the same step.
- Action without Preview
To open multiple records in Action Without Preview window and modify the contents.
Notes:
- The records do not need to belong to the same business process, and the same step.
- When tasks are updated through the Action without Preview option (in the Tasks log), the values of the Data Elements (DEs) that have Reset property will not be reset.
The following provides more details about modification of multiple records.
Taking similar actions for multiple tasks that belong to the same business process, and the same step
- Go to your Tasks log and ctrl+click the tasks that you want to modify.
- Click Actions drop-down list and click to select Action without Preview to open the Action Without Preview window.
The Action Without Preview window is divided into two panes:
- Use the left-hand pane to edit the Upper Form of your business process and perform workflow action (Workflow Actions).
Use the Workflow Actions to send records to the next step in the workflow, after completing the task, and assign record status such as pending, in-review, and so forth.
Unifier displays Master DE, value set DE, and the behavior set DEs (Required, Disabled, Disabled and Clear). If the data element is disabled, it is based on the Master DE and value set DE in the DDS configuration.
- Notes:
- The elements of a DDS, especially behavior set DEs, play a role on many of these actions. This is due to Bulk Update honoring any change brought on by a behavior set DE. For example, if the fields become Disabled and Clear based on the values selected in the Master Data Element, the fields become disabled with no values.
- When you select Disabled and Clear, other formula fields are re-evaluated.
- A similar reaction occurs when updating records, as the Update checkbox also becomes disabled.
Unifier automatically selects the checkbox under the Update column when you type into or modify a field. You can deselect it if you do not want to modify the field at this time.
Unifier updates the field values if you click to select the checkbox under the Update column of that field.
- If you change the value of a field and click to select the checkbox under the Update column of that field, then Unifier will update the value of that field.
- If you erase the value of a field (blank) and click to select the checkbox under the Update column of that field, then Unifier erases the pre-existing value of that field.
- Use the right-hand pane to preview the status of the task (Action Status).
When working with multiple tasks, you (the assignee) can select multiple records of the same business process and same step and perform the action in one place.
The Action Status indicates whether your update was a success or not (using a green check-mark symbol or a red x symbol, respectively), and a message explaining why an update has failed.
- Use the left-hand pane to edit the Upper Form of your business process and perform workflow action (Workflow Actions).
- When finished, click Close. Unifier will update the tasks.
Taking similar actions for multiple tasks that do not belong to the same business process, and the same step
The Action without Preview is not available for tasks that do not belong to the same business process, and the same step.
- Go to your Tasks log and ctrl+click the tasks that you want to modify.
- Click Actions drop-down list and click to select Action Preview.
Unifier opens each record that you have selected in a separate window.
- Modify the record.
- Click Save.
- Click Close Window. Unifier opens the window of the next record.
- Continue modifying the records, Save, and click Close Window until finished.
If your tasks have been accepted, then the Action with Preview option will not be available.
Additional information about taking actions for multiple records
- 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.
For more information about editing multiple business process records, see Editing Business Process Records.