Bulk record/approval best way to do this?

kduong
Giga Contributor

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.

5 REPLIES 5

So, it sounds like a one time reconciliation event, and now that proper workflow is in place you wouldn't see it in the future.



Here's what I'd do:1)   Provide a report of the non-standard records (save the query!)


2)   Send to appropriate executive manually and send it to appropriate executive.


3)   If the executive "approves", I'd simply run a background script inserting an approval record for every task/thing that met the criteria.   The report criteria from point 1 acts as the query, and you'll insert approvals with the executive's name, sate of approved, and perhaps a note that states (inserted by script based on manual executive approval).



That way you don't bury your executive alive in approval notifications, nobody has to touch 500 individual records, and you don't need to build a massive solution for something that will (hopefully) never happen again.