Executing the Entity Bulk Operation Wizard

Users can execute an Entity Bulk Operation wizard from a view of the service that is defined in the Entity field on the Entity Bulk Operations record.

Follow these steps to run an Entity Bulk Operation, broken down by interface:

• Web Interface
• Desktop Client

Web Interface

1. Create a view of the entity linked to the bulk operation.

   The wizard is supported for use in List, Prompt, and Chart Drilldown views.

2. Select the records to which you want to apply the bulk operation.
   • To run the operation for all records in the view, do not select any records. If you select one or more records, the operation will run for only those selected records.
      
3. In the More pull-down menu, select Entity Bulk Operations Wizard to launch the wizard. 
   
   
   
   
4. Click Next to begin the wizard.
5. Select the bulk operation you want to run and click Next.
   • You can select from multiple bulk operations if the entity has more than one bulk operations associated with it. 
     
     
     
     
6. If any of the rules were configured with Value Type set to Prompt, review the prompted message text and enter the value that the bulk operation should use for the rule. Click Next to continue. 
   
   
   
   
7. Click Finish to execute the bulk operation.
8. After the bulk operation executes, the wizard prompts to run another bulk operation on the same set of data.
   • Click Yes and the wizard returns to the bulk operation selection screen. Follow the wizard prompts as before to complete the operation.
   • Click No to close the Entity Bulk Operations wizard.

Desktop Client

1. Create a view of the entity linked to the bulk operation.

   The wizard is supported for use in List, Prompt, and Chart Drilldown views.

2. Select the records to which you want to apply the bulk operation.
   • To run the operation for all records in the view, do not select any records. If you select one or more records, the operation will run for only those selected records.
      
3. Click the Entity Bulk Operations Wizard icon in the view toolbar to launch the wizard. 
   
   
4. Click Next to begin the wizard.
5. Select the bulk operation you want to run and click Next.
   • You can select from multiple bulk operations if the entity has more than one bulk operations associated with it. 
     
     
6. If any of the rules were configured with Value Type set to Prompt, review the prompted message text and enter the value that the bulk operation should use for the rule. Click Next to continue. 
   
   
7. Click Finish to execute the bulk operation.
8. After the bulk operation executes, the wizard prompts to run another bulk operation on the same set of data.
   • Click Yes and the wizard returns to the bulk operation selection screen. Follow the wizard prompts as before to complete the operation.
   • Click No to close the Entity Bulk Operations wizard.