Redwood: Perform Mass Item Attribute Changes Using Guided Tasks

You can use Guided Tasks to perform a mass change of item attributes using the predefined process from the Guided Task Library. The item attribute change tasks guide a user through the steps to change attributes for a large set of items. An administrator can create distinct guided task flows by copying and editing the predefined tasks to create their own task. Any number of personalized guided task flows can be created to support a user's distinct update requirements and use cases.

You can run the guided task flows that are configured by administrators.

Running the Predefined Task Flow for the Mass Item Attribute Change Process

The following are the predefined tasks in the guided task flow for running the Mass Item Attribute Change process:

Select Item Attributes

This task allows you to perform a mass change of item attributes. 

  1. From the Tasks panel tab, click Perform Guided Tasks to run a guided task flow. The Perform Guided Tasks page is displayed as shown. 

Perform Guided Tasks Page

Perform Guided Tasks Page

  1. In this example, click Capacitor Specification. The basic information and the tasks are displayed as shown. 

Basic Information and Tasks

Basic Information and Tasks

  1. Click Start Guided Task to begin the first task. In this task, you can search for the items you want to update using the Search text box. The task details are displayed as shown in the following screenshot.

Tasks Details in a Guided Task Flow

Tasks Details in a Guided Task Flow

  1. Select the items for which you want to perform the mass update. 

Review and Submit Changes

After the items have been selected, you can move to the next step of reviewing and submitting the item attributes that must be edited. Click the Review and submit task. The Mass Update Summary is displayed as shown in the following screenshot. Review the information and click Done.

Review and Submit - Mass Update Summary

Review and Submit - Mass Update Summary

The guided task flow is automatically updated and simultaneously exports the items you selected to an Excel spreadsheet as shown in the following screenshot. 

Exporting Items to Spreadsheet

Exporting Items to Spreadsheet

After you open the Excel spreadsheet file, you can see the items you selected in the first step of the guided task. In this file, you can edit the required item information.

Items on Spreadsheet

Items on Spreadsheet

After you've edited the information, these changes need to be uploaded back to the guided task flow. To do this, in the Add-ins tab, click Validate, then click Upload Data as shown in the following screenshot.

Validating and Uploading Data from Spreadsheet back to Guided Task

Validate and Upload Data from Spreadsheet Back to Guided Task

After the updated data has been uploaded back to the Guided Task, you can go back to the Guided Task and view the order status of the changes you made. To check the order status, select the batch name and click Refresh. When the Job Status changes to Succeeded, then you have successfully completed the Guided Task flow. If the batch fails, then you can redo the data validation through Excel. 

Change Order Status of Journey

View Change Order Status of Guided Task Flow

This feature helps your business by allowing you to have control over the steps and processes of updating item attributes. The guided task flow has all the steps so you can perform the mass item attribute changes seamlessly.

Here's the demo of these capabilities:

Steps to Enable

To enable this feature: 

  1. Make sure that an employee record is associated with the user. 
  2. Set the profile options. Use the Manage Administrator Profile Values task in the Setup and Maintenance work area to review and configure the profile options provided in the following table.
    Profile Option Code Profile Display Name Profile Option Description Profile Level Profile Value

    ORA_FND_SEARCH_EXT_ENABLED

    Enable/Disable Search Ext Framework

    Check if search extension is enabled.

    		 Site Y

    HRC_ELASTIC_SEARCH_ENABLED

    HRC: Enable Elastic Search

    Enable elastic search-based search engine for Oracle Fusion Cloud HCM objects search.

    		 Site Y

    PER_SEARCH_LOGIN_EVENT_PUB

    PER: User Login Event Publication for Search

    Method to publish user login events for HCM objects search purpose.

    		 Site ATOM

    ORA_PER_CHK_ORACLE_SEARCH_INDEX_ENABLED

    Oracle Search Index for Journeys Enabled

    Enable Oracle search index for journeys. This needs to be set before doing the initial ingest or any incremental ingestion. If this isn't enabled, elastic ingestion won't happen.

    		 Site Y

    ORA_PER_JOURNEYS_ENABLED

    Journeys UI Enabled

    If you set this site-level option to Y, you can use Journeys to manage all journey categories (predefined or user-defined) from a single location. When you enable Journeys, the Onboarding and Checklists Tasks apps aren't available.

    		 Site Y

    ORA_PER_CHK_ORACLE_SEARCH_UI_ENABLED

    Oracle Search for Journeys Enabled

    Enable Oracle Search for Journeys for My Journeys, Team Journeys, and Organization Journeys pages.

    Enabling this profile option will display Team Journeys and Organization Journeys tabs instead of the existing Assigned Journeys tab.

    		 Site Y

    ORA_PER_CHK_ORACLE_SEARCH_DIRECT_INGEST_ENABLED

    Direct Uptake of Data for Oracle Search in Journeys Enabled

    Enable direct uptake of data for Oracle Search in Journeys. This profile option enables direct ingestion during UI operations instead of the default near real time ingestion. This only affects incremental ingestion during any updates happening in the UI. The ingestion bypasses the queue and is directly done on the index which guarantees the elastic-based journeys UI to show latest data immediately.

    		 Site Y
  3. Run the scheduled process ESS job to create index definition and perform initial ingest to OSCS with the Index Name to Reingest parameter set to the appropriate index for the feature. Run this process for the following indexes:
  • fa-hcm-workerjourney
  • fa-hcm-workerjourneytask
  • fa-hcm-acl

You must rerun this process after P2T.

After running the scheduled process for the indexes, the administrator must create and configure the guided task flow that allows users to mass update the item attribute changes.

Create and Configure the Mass Item Attribute Change Process

To create and configure the Mass Item Attribute Change process:

  1. From the Tasks panel tab, click Configure Guided Tasks. The Configure Guided Tasks page is displayed as shown.

Create Guided Tasks Landing Page

Configure Guided Tasks Landing Page

  1. Click Create. A drawer panel appears. Here, you must provide the details as shown in the following screenshot for the guided task you're creating. After adding all the details, click Create Draft.

New Guided Task Drawer Panel

New Guided Task Drawer Panel

The following <Guided Task Name> Draft page is displayed. In this example, the guided task name is Capacitor.

Capacitor Draft Page

Capacitor Draft Page

  1. In the Configure Criteria section, specify the attributes and its values as shown in the following screenshot.

Configure Criteria - Add Attributes

Configure Criteria - Add Attributes

  1. In the Tasks section, the following tasks are available by default:
  • Search items
  • Review and submit
  • View change order status

If required, click Add to add additional tasks.

  1. After you've configured the guided task, click Activate on the top right corner of the Capacitor Draft page to publish it as shown in the following screenshot.

Activate Guided Task

Activate Guided Task

Tips And Considerations

  • When configuring a guided task flow, the guidelines for runtime are defined.
  • When an organization is defined, the item search is limited to that organization.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains these duty roles or privileges can access the features:

  • Configure Guided Tasks task:
    • Configure Views (ORA_EGI_CONFIGURE_VIEWS_DUTY): This duty allows the admin to create and configure views used in the Guided Tasks Flows
    • Guided Task Builder (ORA_EGI_GUIDED_TASKS_BUILDER_DUTY)
    • Guided Task Builder (ORA_EGI_GUIDED_TASKS_BUILDER_DUTY_HCM)
  • Perform Guided Tasks task:
    • Guided Tasks Run Time (ORA_EGI_GUIDED_TASKS_RUN_TIME_DUTY)
    • Guided Tasks Run Time (ORA_EGI_GUIDED_TASKS_RUN_TIME_DUTY_HCM)
  • View Guided Tasks task:
    • Guided Tasks View (ORA_EGI_GUIDED_TASKS_VIEW_DUTY)
    • Guided Tasks View (ORA_EGI_GUIDED_TASKS_VIEW_DUTY_HCM)
  • Other privileges and duties: The following privileges and duties are necessary to run guided task flow tasks along with the preceding duties provided for each task:
    • Access HCM Common Components (HRC_ACCESS_HCM_COMMON_COMPONENTS_PRIV)
    • Generate Access Token (EGI_GENERATE_ACCESS_TOKEN_PRIV)
    • Get Import Map Rest (EGI_GET_IMPORT_MAP_REST_PRIV)
    • Get Item Batch Rest (EGI_GET_ITEM_BATCH_REST_PRIV)
    • Get Item Rest (EGP_GET_ITEM_REST_PRIV)
    • Get Search View REST (EGP_GET_SEARCH_VIEW_REST_PRIV)
    • Import Item (EGP_IMPORT_ITEM_PRIV)
    • Manage Import Map Rest (EGI_MANAGE_IMPORT_MAP_REST_PRIV)
    • Manage Item Batch (EGI_MANAGE_ITEM_BATCH_PRIV)
    • Manage Item Batch Rest (EGI_MANAGE_ITEM_BATCH_REST_PRIV)
    • Manage Item Import Map (EGI_MANAGE_ITEM_IMPORT_MAP_PRIV)
    • Manage Item Import Map (EGI_MANAGE_ITEM_IMPORT_MAP_PRIV_OBI)
    • Manage Search View REST (EGI_MANAGE_ITEM_IMPORT_MAP_PRIV)
    • Product Search (ORA_EGI_PRODUCT_SEARCH_DUTY)
    • Upload data for Item Import (SCM_ITEM_IMPORT_RWD)

These privileges are new in this update.