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Editing Multiple BP Records (Bulk Edit)

If you have many projects or shells with several business processes in the same state, you can edit/modify (update) multiple BP records (bulk edit) at once.

To edit/modify multiple BP (bulk edit) records through integration:

• An interface must have been defined.
• You must have permission to perform bulk edit (Allow Bulk Edit).

  Notes:

  • You can update a maximum of 200 records using bulk workflow update.
  • It is recommended to add those fields to integration which can be updated. Exclude fields such as formulas, and system fields such as Record No, Creator, and Record Status in workflow BPs.

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 grouping nodes:

• Company Logs
• Project/Shell Logs

  Note: You cannot update the Bidders email addresses in bulk (bulk update through Bulk edit) or within multiple records. You can only change a Bidder's email address in a single record.

You can also update upper form data and line item records of multiple Simple and Line Item type BP records from the Business Process Log node.

To edit/modify multiple BP records (bulk edit), both the workflow and non-workflow, from the Company Logs grouping node

1. Go to the Company Workspace tab and switch to User mode.
2. In the left Navigator, expand the Company Logs grouping node.
3. Click the desired BP to open the BP log.
4. From the log, Ctrl+click to select the BP records that you want to edit.
5. Click Actions and click Bulk Edit to open the Bulk Edit window.

   The window is divided into two panes. Use the left pane to edit the Upper Form of your business process.

   The system automatically selects the Update check box 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 pane (Action Status) to preview the status of each record.

6. When finished, click Close.

To edit/modify multiple BP records (bulk edit), both the workflow and non-workflow, from the Project/Shell Logs grouping node

1. Go to the project/shell tab and switch to User mode.
2. In the left Navigator, expand the Logs grouping node.
3. Click the desired BP to open the log.
4. From the log, Ctrl+click to select the BP records that you want to edit.
5. Click the desired BP to open the BP log.
6. From the log, Ctrl+click to select the BP records that you want to edit.
7. Click Actions and click Bulk Edit to open the Bulk Edit window.
   1. In the left pane, edit the Upper Form of your business process.

      The system automatically selects the Update check box when you type into or modify a field. You can deselect the Update check box if you do not want to modify the field at this time.

   2. In the right pane, (Action Status), preview the status of each record.

      Note: Bulk Edit ignores data elements with a formula. As a workaround, add the desired data element that does not have a formula to the integration form with the direction set as Both or Input. During bulk edit, add the desired value to that DE. For more details on updating the integration form, see the topic, Creating an Upper Interface, in the Online Help.

8. When finished, click Close.

Additional information about editing/modifying multiple BP records (bulk edit)

The Bulk Edit option (for multiple BP records) lets you edit the fields from the Action Form (Upper Form) of the current step in the workflow.

In a non-workflow BP, you can use Bulk Edit to update the Record Status if the record has not reached terminal status or the record is not terminated. The Bulk Edit window will only show active statuses.

You cannot use the Bulk Edit option for multiple BP records to edit:

• Initiation Step (I-Step) records
• Fields in a dynamic data set
• Fields from line items
• System-defined fields, such as record number, status, or due date

  Note: If the Record Status defined for any of the targeted business processes been inactivated, an error is displayed, and those business processes will not be updated.

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 because 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, the system 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). 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.

The system does not allow Bulk edit of Data Picker based on a query.

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Last Published Sunday, July 20, 2025