Configure Guided Task Flow to Mass Change Item Class for Items

To create and configure the change item class process:

1. On the Product Management page, in the Actions panel, click View all actions and then click Guided Tasks Configuration.
   The Configure Guided Tasks page is displayed.
2. Click Create.
   The New Guided Task drawer appears. Here, you must provide the details for the guided task you're creating:

   1. Select the Category as Change Item Class.
   2. In the Name field, specify the task flow name for your specific business process.
   3. After adding all the details, click Create Draft.
   The <Guided Task Name> Draft page is displayed in draft mode with a list of required tasks. For the Change Item Class category, the required tasks in the task flow are:

   • Select items to be assigned
   • Select target item class
   • Review and submit
   • View item batch status
3. Click the Edit Task icon for each task, populate the relevant fields, and click Save. After you’ve updated all the steps, click Activate to make the task flow available for your users. The details for each task are outlined in the next few steps.
4. Update the Select items to be assigned task. In this task, you specify the master organization from which the items must be selected to change the item class.
   1. Click the Edit Task icon for the Select items to be assigned task. From the Master organization drop-down list, select the master organization from which you want to select the items. This is required.
   2. In the Filter configuration section, from the Attribute drop-down list, select an attribute and then specify the values that will be used by the Guided Tasks to preselect an item data set for your users. For example, if you select Life Cycle Phase as a filter attribute and assign Production as its value, then the Guided Tasks will allow your users to select only the item set that are in the Production lifecycle phase. You can select multiple attributes to create a well-defined data set for your users.
   3. Click Save.
5. Update the Select the target item class task. In this task, specify the item class to which the selected items must be migrated, along with the target item view to use for the migration.
   1. Click the Edit Task icon for the Select the target item class task.
   2. From the Select target item class drop-down list, select all the item class relevant to this task flow. This is optional. However, if you choose to:
      • Specify a value in this field: When performing this guided task, your user can't change the target item class at runtime.
      • Not specify a value in this field: When performing this guided task, your user can select any item class as the target item class at runtime.
   3. From the Select target item view drop-down list, select all the views relevant to this task flow. This is optional. Target item view selected for a guided task must include:
      • Item, Item Description, Primary Unit of Measure, Item Class, and Organization
      • Any required extensible flexfield attribute relevant for the target item class
      • Any other attribute that's planned to be updated when running the guided task flow
   4. Click Save.
6. Update the Review and submit task. In this task, specify the task expiration days.
   1. Click the Edit Task icon
   2. In the After how many days? field, specify the number of days after which this task expires. This is required.
   3. Click Save.
7. Update the View item batch status task. In this task you specify the task expiration days.
   1. Click the Edit Task icon for the View item batch status task.
   2. In the After how many days? field specify the number of days after which this task expires. This is required.
   3. Click Save.
8. Click Activate to activate the task flow you’ve configured. After the task flow is activated, your users will be able access this task flow from the Guided Task flow library.