Project and Portfolio Management Practitioners Forum
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Bulk Cancel of Requests

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Greg Sliva
Respected Contributor.

Bulk Cancel of Requests

Have about 2000 requests that are still open for which we need to cancel and close out. Wondering if there is a way to do a mass cancel of these request?
5 REPLIES
Nisha Kurien
Honored Contributor.

Re: Bulk Cancel of Requests

Which version are you on? In 7.5 there is an option called Mass Update which allows you to make changes to requests of the same request status.

- Nisha Kurien
Greg Sliva
Respected Contributor.

Re: Bulk Cancel of Requests

6.0 SP14
Nisha Kurien
Honored Contributor.

Re: Bulk Cancel of Requests

I guess you may need to write a SQL code that sets the status of all requests to 'Cancelled' or 'Closed'

It would be something in the lines of:

update kcrt_requests
set status_id= (put in the code of the status = Closed or Cancelled)
where request_type_id = (select request_type_id from kcrt_request_types where request_type_name='Your_Request_type_name_here'

You'll need to research if any updates should be made to the workflow tables.

Hope this helps.

- Nisha Kurien
Greg Sliva
Respected Contributor.

Re: Bulk Cancel of Requests

Yes, this was my concern. I think there are many other tables that would need updated to reflect a complete closure of the request and associated request workflows. I will test this to see if it works. Thanks
Sangiliraja_1
Honored Contributor.

Re: Bulk Cancel of Requests

Hi Greg,

You have update three tables atleast.

One Kcrt_Requests tables - status_code and status_id.

KWFL_WORKFLOW_INSTANCES tables - STATUS to "CANCELLED"

IN KWFL_WORKFLOW_INSTANCE_STEPS table using this filter
WORKFLOW_INSTANCE_ID = () and update ACTIVE FLAG ='N' and CURRENT_STEP_TRANSACTION_ID to cancelled transactinon ID.
You can find the cancelled transactinon ID.

Also dont forget to update the UPDATED_DATE wherevere applicable to keep ur audits clear.

Even u can reopen cancelled request of this type.

Thanks
Sangiliraja.P