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:

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:

  1. Modify the business process records in the Excel file.

    For more information, see Modifying the Excel File for Bulk Update.

  2. Import the data in the Excel file.

    For more information, see Importing the Excel File for Bulk Update.

  3. View the import history information of the bulk update process.

    For more information, see Viewing Bulk Update Import Data History Details.

  4. 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.

  5. Resolve the errors and re-import the business process records.

    For more information, see Reusing the Error File For Bulk Update Import Process

Related Topics

Editing Business Process Records

Business Processes Supported by the Bulk Update Export/Import Process

Business Processes Not Supported by Bulk Update Export/Import Process

Modifying the Excel File for Bulk Update

Importing the Excel File for Bulk Update

Supported Data Elements For Bulk Update in Excel Import

Viewing Bulk Update Import Data History Details

Viewing Error Details of the Bulk Update Import Process

Reusing the Error File For Bulk Update Import Process

Editing a BP Record for Editors

Editing a BP Record from Master Log - Business Processes Node

Editing Multiple BP Records (Bulk Edit)

Editing Multiple BP Records (Bulk Edit) from Master Log - Business Process Node

Exporting BP Records Using Bulk Update From Business Process Log Node



Last Published Wednesday, July 2, 2025