Importing BP Records Using Bulk Update From Business Process Log Node

If you have the Allow Bulk Edit permission, you can upload a batch of modified business process records using a Microsoft Excel spreadsheet (.xlsx) from the Business Process Log grouping node.

A bulk update allows you to import multiple business process records that have been distinctly modified in a Microsoft Excel spreadsheet (.xlsx or .xls) for the following types of business processes:

Simple BPs(workflow and non-workflow)
Generic Line Item BPs

Exclusions

The following BPs are excluded from Bulk Update:

Special behavior BPs like Project / Shell Creation
Line Item BPs that include the following pickers: Activity picker, Account Code picker, BPO pcker, BPO Line Item pickers, CBS Pickers, CMx Pickers, Fund picker, OBS pickers, WBS Pickers
Vendor Business Process

Prerequisite

Modify business process records in the Microsoft Excel spreadsheet (.xlsx. or .xls) that adheres to the Microsoft Excel Spreadsheet File Format For Bulk Update Export/Import Process.

To update line item data in your spreadsheet for an import:

In the Action column, select the Update option. Otherwise, by default, the line item will not be updated when set to a Blank value.
Save the spreadsheet.

Bulk Update Import Process

After modifying business process records in a Microsoft Excel spreadsheet (.xlsx. or .xls), import data using bulk update as follows:

Switch to the User mode.
In the left Navigator, click Logs > Business Processes.
In the right pane, click Bulk Update > Import Data.
In the Upload Microsoft Excel File dialog, navigate to the Microsoft Excel spreadsheet (.xlsx) and click Upload.
Review status of the imported data in the email notification received.
- If the import process is Completed Successfully, you will receive a success message.
- If the import process is Completed with Errors, check the attached error file containing a list of erroneous records.
  Or
- Click Bulk Update > Import Data History Details to check for error details or update failures of records or line item updates if any.
Correct the errors identified in the error file and reuse the error file to re-import the data. For more details, see Reusing the Error File Spreadsheet For Bulk Update Import Process.
Notes:
- Attachments updates are not supported in the Excel import.
- A maximum of 50,000 records, including the column headers can be imported per spreadsheet.
- Upper form errors need to be resolved before proceeding to discover and resolve any line item errors.
- Required fields must be entered in the Main Form tab of the Microsoft Excel spreadsheet prior to a bulk edit import process.
- Line items that do not exist will be ignored by the system during bulk import.
- If you modify the design to include pickers in the Business Process Integration form for a business process that is already loaded in the BP Log node in the User mode, you must reload the BP Log to ensure the most recent changes in design are reflected.

Exclusions

Prerequisite

Bulk Update Import Process

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