[RESOLVED] Update BCM Plan Document Section

[Jules Edwards]

I'm making changes to the document section for all BCP templates. Aside from creating new BCPs, how can we update existing plans that only need this one change? It seems that copying doesn't pull the updates. With 750 plans on hand, I can’t ask everyone to rebuild from scratch. There has to be a solution. I’m urgently looking for a way to address this.

[Update] I have five documents, 4 of the 5 are canned/ static.  How can I reload them with the revision?

[SOLUTION] Created an import set, update the context field and them push the update.

[REQUEST] Create a field in for static document that COPY button and the Generate PDF could identify and update the appropriate plan documents.

[Matthew Maes]

If I understand your question correctly, you are asking how to regenerate the PDFs.

The best way to do this would be to create a fix script that queries the records that need new PDFs and then runs the code in the UI Action "Generate PDF" on the sn_bcp_plan table, in the while loop of the Glide Record Lookup.

[Jules Edwards]

After diving into this issue further, I found the Plan Documents used by the Plan Templates do not get updated once they have been added to a Plan, they will be specific to that plan.  In order to update them, as if they are static, you must create an import set.  I pulled the import set, modified the context field to include my update and the push them back to the table.  This work.
It would be nice if there was a field for identifying enterprise static documents and when the Plan is copied or the PDF is generated the static documents where pulled again.