Configure Guided Task Flow to Mass Update Item Attributes

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.

This flow allows the user to select a set of items and change attributes within the items using a spreadsheet.

To configure a guide task to update mass item attribute changes:

1. In the Product Development or Product Information Management work area, click the Tasks panel tab and then click Configure Guided Tasks under Product Management Experience.

   The Configure Guided Tasks page is displayed.

2. Click Create.

   The New Guided Task drawer appears on the right side.

3. Provide the following information:
   • Category: Category of the guided task flow. Select Update Item Attributes.
   • Name: Name of the guided task flow
   • Code: Code is autogenerated from the Name field.
   • Archive after how many months?: Allows guided task flows that hasn't started to be archived. The default value is 12 months.
4. Click Create Draft.
   The task flow details page is displayed, where you can provide the following information:

   • Basic details
   • Add a background image
   • Configure criteria
   • Add tasks
5. After specifying the preceding information, click Activate to activate the guided task flow. Only if the guided task flow is activated, users can run the task flow.

Basic Details

Click the Edit Basic Details icon and you can provide the following information.

Attribute	Description
Add a journey title	Administrators can change the journeys title from the default.
Add a journey subtitle	Administrators can change the journeys sub title from the default.
Description	Enter a description for the guided tasks.
Display Name Format on Template Card	Specified format controls the card title in Perform
Purge after how many months?	This is standard for guided task flows and allows the removing the guided task flows that are activated but not started by users.

You can also change the Name, Code, Description, and Archive after how many months? attributes.

Click Save after entering the required information.

Add a background image

Click Add, upload a background image, and click Save. The recommended image size is 2 MB.

Configure Criteria

To add attributes, select the attribute and the value, and then click the Submit icon in the Action column. The attribute is added as a row. To delete an attribute, select all or the required attributes and click Delete.

Add Tasks

To add a task for a guided task flow:

1. In the Tasks section, click Add.

   The New Task drawer appears on the right side.

2. Specify the following information.

   Attribute Name	Description
   Task Name	Name of the task
   Task Description	Description about the task.
   Status	Indicate whether the task in Active or Inactive
   Sequence	Select the order of the task.
   Code	Code is autogenerated from the Task Name field.
   Make this task mandatory	Always set as No.
   Add instructions for this task	Provide details about the task.
   Task Type	Select one of the following options: Document External URL Manual Task Video
   Task URL	If the task type is external, then the user enters a URL in the box. When the guided task flow is run and task is launched and the task displays the content for the URL.
   Open URL on the same page	Opens the task URL in the same page instead of a opening in a new browser tab.
   When does the task expire?	Indicates the date when the task expires. Use the default value that's displayed.
   After how many days?	Indicates how long the task will be available to the user who will run the guided task.

3. Click Save.

   The task is added to the Tasks section. Repeat the step to add more tasks.