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

If you have the Allow Bulk Edit permission, you can select one or more business process records from a master log (Master Log - Business Processes grouping node) and perform bulk edits on those selected records.

Note: The name of the Master Log - Business Processes grouping node can be customized.

You can select records across projects/shells to perform bulk edit.

The following Data Definitions cannot be modified using Bulk Edit in a Master Log:

Image Picker
Company Picker
Group Name Picker
User Picker
Project Picker
BP Creator

To edit multiple BP records (bulk edit) from the master log (availability based on permission):

Go to Home workspace.
Click Master Log - Business Processes grouping node.
Select the BP record that you want to edit.
From the log, Ctrl+click to select the BP records that you want to edit.
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 checkbox 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.
When finished, click Close.
Proceed with your edits, save, and close the window.
Note: In the Home tab, when records from different projects are opened from the Drafts log, Tasks log, or Master Log - Business Processes node, the message, Leave site?, is suppressed.

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.

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

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 (Workflow Actions in the Action Without Preview window).

Only the Upper Form is modified during Workflow update (Workflow Actions in the Action Without Preview window).

The Workflow update (Workflow Actions in the Action Without Preview window) 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 acting 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.

Last Published Friday, April 11, 2025