Edit records in bulk for Core Business Suite business units through the Now Assist conversational experience.
Before you begin
Ensure that the following are activated:
Role required: admin, sn_cbs.admin
Procedure
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Navigate to .
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On the Core Business Suite Foundation card, select View product overview.
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In the Configuration insights section, select Configure.
The Configure Core Business Suite page opens in the Configuration Console.
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Select Workplace locations under Workplace Services.
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Select Configure with Now Assist.
Now Assist opens the conversational panel, detects the current page context, and invokes the CBS Bulk Upload agent.
Note: The CBS Bulk Upload Agent supports Workplace Locations for bulk edit.
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Select Bulk edit or enter a natural‑language prompt.
Example prompts:
- Bulk edit workplace locations.
- Edit workplace locations using a template.
- Bulk edit records for workplace locations.
Now Assist processes your request, identifies the relevant template based on the selection, and provides it for download.
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Download the template.
The template downloads as a .csv file.
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Open the file in Excel (.xlsx or .xls), make the required changes, and save the file.
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Upload the updated template when prompted.
Now Assist analyzes the uploaded file and validates the data.
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Review the validation results.
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If errors are reported, review and update the template file as needed, and re‑upload it.
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If validation is successful, select Process all rows.
Now Assist processes the updates and provides access to the import set.
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Select Import Set to review the updated records.
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Confirm that the changes are reflected.
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Select Mark as configured when prompted.
Now Assist confirms that the bulk edit is complete with a success message.
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Refresh the Core Business Suite Configuration Console to verify that the records are updated successfully.