Updating BP Records in Excel for Bulk Update from the Business Process Log Node

If you have the Allow Bulk Edit permission, you can upload a batch of modified business process (BP) records by using a Microsoft Excel file (.xlsx) from the Logs grouping node.

A bulk update lets you update and import multiple BP records that you have modified in an Excel file (.xlsx). For a list of BPs supported by the Bulk Update menu options, see Business Processes Supported by the Bulk Update Export/Import Process.

Note:

  • Bulk Import data relies on REST V1 services. Therefore, the system displays an error in the Import Error details window.
  • Bulk workflow actions use REST V2 services.
  • Email is not generated through Bulk Update when bulk workflow actions are taken for multiple records.
  • Line items in the input file are ignored if the record does not contain those line items.
  • Bulk Update is not supported for General Spends Classification of Cost BPs with Line item of CBS Code, both workflow and non-workflow, if breakdown rows exist in the referenced Schedule of Values (SOV).
  • If you provide a BP picker value, the value must meet the configured query conditions. Otherwise, the system displays an invalid value or multiple records found message.

Recommendation

To import BPs successfully, do not change the data formatting type in the exported file. For a detailed list of data elements (DEs) that you can and cannot update by using Excel import, see Supported Data Elements for Bulk Update in Excel Import.

Procedure

To update BP records by using Bulk Update:

  1. Modify the BP records in the Excel file.
  2. Import the data in the Excel file.
  3. View the import history information for the bulk update process.
  4. View error details for BP records, if any, associated with the bulk update process.
  5. Resolve the errors and re-import the BP records.