From ICIHelp7.15
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*Access control by providing visibility to the tile only to users with ''Manage ''privileges | *Access control by providing visibility to the tile only to users with ''Manage ''privileges | ||
*Ability to view error logs and records that succeeded or failed validation | *Ability to view error logs and records that succeeded or failed validation | ||
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| + | The Bulk Action tile enables you to: | ||
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| + | *Update Existing Entities | ||
| + | *Add Batch | ||
| + | *View the status of batches that are already added | ||
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| + | To perform Bulk Actions: | ||
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| + | #'''Click '''''Bulk Actions ''tile on the Dashboard. The ''Bulk Action Management ''page opens. | ||
| + | #'''Click '''''Update Existing ''on the ''Bulk Action Management ''page. The ''Update ''page opens and you can: | ||
| + | #*Download the the existing status and error files of a batch or add a new batch | ||
| + | #*Update the existing Agreements by adding Amendments using the ''Update Existing ''tile | ||
| + | #*Make changes to the Agreement that is in ''Executed ''state (signed by both internal and external parties). To make changes to an executed Agreement you must add an Amendment to it | ||
| + | #*You must have a Saved Search created before you can update any entity | ||
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Revision as of 11:53, 24 December 2018
Bulk Actions
Users can now perform bulk actions using the Bulk Actions tile on the Dashboard to create and update entities directly within ICM. You can also perform these actions using Excel Add-in. However, the overhead of installing and updating the Add-in periodically on your machine is an overhead and a time consuming task, besides being a challenge in terms of performance. Using the Bulk Actions, you can directly upload the entities to ICM, thus eliminating the dependency on a third party application such as Excel Add-in. When uploaded, these entities become part of the ICM workflow and can be managed within ICM itself.
Feature Highlights:
- Optimal use of APIs and parallel processing for improved performance, thus allowing multiple users to add multiple batches of files simultaneously
- Eliminates the need of using a third party application such as Excel Add-in to upload entities in bulk
- Ability to select Attributes from ICM user interface (which is not possible when using Excel Add-in)
- Ability to select an already existing Template if its not selected already
- Access control by providing visibility to the tile only to users with Manage privileges
- Ability to view error logs and records that succeeded or failed validation
The Bulk Action tile enables you to:
- Update Existing Entities
- Add Batch
- View the status of batches that are already added
To perform Bulk Actions:
- Click Bulk Actions tile on the Dashboard. The Bulk Action Management page opens.
- Click Update Existing on the Bulk Action Management page. The Update page opens and you can:
- Download the the existing status and error files of a batch or add a new batch
- Update the existing Agreements by adding Amendments using the Update Existing tile
- Make changes to the Agreement that is in Executed state (signed by both internal and external parties). To make changes to an executed Agreement you must add an Amendment to it
- You must have a Saved Search created before you can update any entity
