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Bulk Workflow Update on Projects

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ramana.vkn
Collector

Bulk Workflow Update on Projects

Hi,

I have several projects, all needs to be moved from one step to the other.

Can someone help me in moving all the projects from one step to another in simple way?
20 REPLIES
James++
Regular Collector

Re: Bulk Workflow Update on Projects

Hi Ramana,

Try this....

ksc_move_request_workflow REQUEST_ID="31147"
FROM_WORKFLOW_STEP_SEQ="1"
EVENT_NAME="FORCE_TRANSITION" RESULT_VISIBLE_VALUE="Decissions"
TO_WORKFLOW_STEP_SEQ="7"
ramana.vkn
Collector

Re: Bulk Workflow Update on Projects

Hi James,

Sould I run this on database directly?
ramana.vkn
Collector

Re: Bulk Workflow Update on Projects

Hi,

Can some one help me in running the above query?
Sascha Mohr
Esteemed Contributor

Re: Bulk Workflow Update on Projects

Instead of directly working on the database, did you try using the mass update function of the request search?
ramana.vkn
Collector

Re: Bulk Workflow Update on Projects

Hi Sascha,

I need to update projects, when I use search requests it does not return projects, so I cannot use mass update.
Vibhor Dwivedi
Regular Collector

Re: Bulk Workflow Update on Projects

Each project usually link with a project request So if you want to take action on those request u can do that using mass update functionality.

You can find the request type associated with project in project types in "Project Process Request Type: " field in project requests section

Then you can search all requests of same type and mass update..

Sascha Mohr
Esteemed Contributor

Re: Bulk Workflow Update on Projects

Should work with projects to as they have an own request type for the project details page (2nd tab in the project). These would be the steps:
- menu search
- requests
- select the request type of the projects
- click advanced search
- set the status filter to the appropraite state
(- filter more if needed)
select the check box for the projects you want to move in their wf
- mass update
- click one of the orange buttons at the top

hth
ramana.vkn
Collector

Re: Bulk Workflow Update on Projects

Hi Sascha an Vibhor,

Batch update option is not enabled, even after selecting all the projects.
I have attached the screen shot.
Vibhor Dwivedi
Regular Collector

Re: Bulk Workflow Update on Projects

i have tried at my end .Mass update button is only enable for same type of requests.



So please check all the projects you are selecting are based on same request types..

apart from it during mass update all selected requests should be at same step , then only action buttons will be available for mass update.Otherwise common editable fields will be visible
ramana.vkn
Collector

Re: Bulk Workflow Update on Projects

Hi Vibhor,

That is not working, Batch Update is not enabled, is there any other way to acheive this?
Sascha Mohr
Esteemed Contributor

Re: Bulk Workflow Update on Projects

You made sure the projects you selected all have the same status/current wf step, the same request type?
If you open one of those projects, is the step elligible for your user?
Vibhor Dwivedi
Regular Collector

Re: Bulk Workflow Update on Projects

In OOTB DB packages provided by PPM

PACKAGE PPMADMIN.KCRT_REQUEST_UTIL

they have provided below function

PROCEDURE move_request_workflow

Using this we can move project requests from one step to other.But need to write to automate the process based on requirement.
ramana.vkn
Collector

Re: Bulk Workflow Update on Projects

Hi Sascha,

I have selected same status and Request type.
I am using admin user who is elligible for all the steps.
ramana.vkn
Collector

Re: Bulk Workflow Update on Projects

Hi Vibhor,

Could you please let me know how we can automate this?
Vibhor Dwivedi
Regular Collector

Re: Bulk Workflow Update on Projects

Hi Ramana,

You need to write a Sql procedure for fetching all projects and corresponding request ids based on the requirement.

If you have less number of projects you can go for manual update (Batch update ) process as automate this will be time consuming process.
ramana.vkn
Collector

Re: Bulk Workflow Update on Projects

Hi Vibhor,

I have approximately 500 projects to be moved from one step to another, so could you please help me in automating this?

I have all the request_id's with me.
ramana.vkn
Collector

Re: Bulk Workflow Update on Projects

Hi,

Can some one help me solving this issue please?
PPM Admin
Regular Collector

Re: Bulk Workflow Update on Projects

Note: Just make sure all the required fields have values before doing Mass Update

Go to Search > Requests

Choose 1 Request Type

Click Advance Search

Choose 1 Request Status

Click Search

Check All

Go to Edit > Mass Update

Click action button to move to next step

Click OK in pop up window
ramana.vkn
Collector

Re: Bulk Workflow Update on Projects

Hi Chona,

There is no option called "Edit".
Our PPM version is 7.1 SP6
Erik Cole
Honored Contributor

Re: Bulk Workflow Update on Projects

The Mass Update feature is not available for projects (until version 9.1) so you will need to use a method like the move_request_workflow procedure that James suggested upthread. If you're good with pl/sql and/or ksh you can script this in such a way that it can loop through the requests that need to be moved and call the procedure for each one.

Otherwise, maybe hire a temp to move them all. :)
//Add this to "OnDomLoad" event