Updating BP Records in Excel for Bulk Update From Business Process Log Node

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

A bulk update allows you to update and import multiple business process records that have been distinctly modified in a Microsoft Excel file (.xlsx). For a list of business processes supported by the Bulk Update menu options, see Business Processes Supported by the Bulk Update Export/Import Process.

Notes:

Bulk Import data relies on V1 REST services. Therefore the system displays an error in the Import Error details window.
Bulk workflow actions follow REST V2 services.
Email is not generated through Bulk Update when bulk workflow actions are taken for multiple records.
Line items that are part of the input file are ignored if the record does not have those line items.
Bulk Update is not currently supported for General Spends Classification of Cost BPs with Line item of CBS Code (both workflow and non-workflow) if breakdown rows exist in the referenced Schedule of Values (SOV).

Recommendation

To successfully import BPs, do not change the data formatting type in the exported file. For a detailed list of data elements that can and cannot be updated via Excel import, see Supported Data Elements For Bulk Update in Excel Import.

Procedure

To update business process records through Bulk Update:

Modify the business process records in the Excel file.
For more information, see Modifying the Excel File for Bulk Update.
Import the data in the Excel file.
For more information, see Importing the Excel File for Bulk Update.
View the import history information of the bulk update process.
For more information, see Viewing Bulk Update Import Data History Details.
View error details of business process records, if any, associated with the bulk update process.
For more information, see Viewing Error Details of the Bulk Update Import Process.
Resolve the errors and re-import the business process records.
For more information, see Reusing the Error File For Bulk Update Import Process

Recommendation

Procedure

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