Bulk record/approval best way to do this?
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‎04-26-2016 08:09 AM
We have around 500 records that have been uploaded before their was a approval workflow in place.
What would be best way to do a bulk upload of approvers? Currently my thought process is to delete all 500 records and reupload them, but looking to the community for a better solution if possible.
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‎04-26-2016 08:15 AM
If you don't want the workflow to be triggered, you can export the data to excel, change the value in the Approval column to approve, and use a transform map coalescing on RITM to update them.
If you do need the workflows to trigger, you may be best just to show them in a list view, set your view to 500, select them all and right-click and approve.
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‎04-26-2016 08:46 AM
when you say you have 500 records?
User records? RITMS?
If you want to bulk upload approvers, you would do an import w/ import set.
If you are thinking of deleting 500 records and just re-uploading them, it sounds like you could probably write a script and update those 500 records.
Create a scheduled job and script the changes that need to be done.
If you could add some clarity here, we could probably better assist you.
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‎04-26-2016 08:49 AM
What kind of records are we talking about here? Are they requests of some sort? If so, why do we need the approval logged from a time when we did not have approvals generated? Meaning: Is this a compliance requirement, or is it a data cleanliness thing?
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‎04-26-2016 10:03 AM
This is a request for acceptance of not following standards. An manager will need to approve it and be aware. We need to capture this now and let them know of it.