Bulk Actions - Revision history

IDT-1 at 12:20, 2 September 2022

2022-09-02T12:20:19Z

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IDT-1 at 11:56, 2 September 2022

2022-09-02T11:56:54Z

IDT-1 at 08:34, 23 May 2022

2022-05-23T08:34:11Z

Shefali DK at 20:51, 23 December 2021

2021-12-23T20:51:54Z

Shefali DK at 20:50, 23 December 2021

2021-12-23T20:50:07Z

Shefali DK at 20:48, 23 December 2021

2021-12-23T20:48:02Z

Shefali DK at 20:40, 23 December 2021

2021-12-23T20:40:14Z

Shefali DK at 20:31, 23 December 2021

2021-12-23T20:31:57Z

Shefali DK at 20:30, 23 December 2021

2021-12-23T20:30:33Z

Shefali DK at 20:23, 23 December 2021

2021-12-23T20:23:06Z

@@ Line 5: / Line 5: @@
 <div class="image-green-border">Using Bulk Action you can:</div>
 *Create new Agreements and Masterdata
 *Update existing&nbsp;Amendments and&nbsp;Agreements.
 *Create/update Associations with Agreements or Amendments.
@@ Line 273: / Line 274: @@
 .&nbsp;Inherit the agreement, either while creating the agreement or from grid context menu.
-[[File:8.1 BACT 1.png|520px]]
+[[File:8.1 BACT 1.png|520px|8.1 BACT 1.png]]
-[[File:8.1 BACT 2.png|620px]]
+[[File:8.1 BACT 2.png|620px|8.1 BACT 2.png]]
 <div class="note-box">'''Note: '''To allow bulk association inheritance to an agreement, the “Allow Inheritance” flag should be set to “Yes” while creating the Contract type for both “ICMBulkAssociations” and “ICMAPreTeamingAgreement”.</div>
-[[File:8.1 BACT 3.png|520px]]
+[[File:8.1 BACT 3.png|520px|8.1 BACT 3.png]]
 .&nbsp;BACT associations will get inherited asynchronously along with all extension attributes of all the associations.
@@ Line 283: / Line 284: @@
 .&nbsp;On inheriting the agreement with bulk associations, a success message will be displayed.
-[[File:8.1 BACT 4.png|220px]]
+[[File:8.1 BACT 4.png|220px|8.1 BACT 4.png]]
 .&nbsp;Open the “History” tab to know about the status of the bulk association inheritance.
-[[File:8.1 BACT 5.png|720px]]
+[[File:8.1 BACT 5.png|720px|8.1 BACT 5.png]]
 . Once the inheritance is completed, refresh the page and the “Bulk Associations” count will get updated.
-[[File:8.1 BACT 6.png|720px]]
+[[File:8.1 BACT 6.png|720px|8.1 BACT 6.png]]
 &nbsp; '''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Adding_an_Amendment_to_an_Agreement|Add Amendment to an Agreement]]&nbsp;</div> </div>
 &nbsp;

@@ Line 265: / Line 265: @@
 Once the batch processing for the bulk action is successfully complete, the termination agreement is created in Draft status and associated with the parent agreement. Users can then proceed with the standard agreement workflow and execute the termination agreement. The parent agreement then will be terminated according to its termination date through the scheduled termination processes.
-&nbsp;
+== BACT Inheritance in Agreement ==
-&nbsp;
+The agreements with BACT associations will get inherited asynchronously along with all extension attributes of all the associations. Also, the inherited BACT will work the same way as they do in the parent agreement.
-&nbsp;
+'''To inherit bulk associations from an agreement'''
-&nbsp;
+.&nbsp;Inherit the agreement, either while creating the agreement or from grid context menu.
-&nbsp;
+[[File:8.1 BACT 1.png|520px]]
-&nbsp;
+[[File:8.1 BACT 2.png|620px]]
 &nbsp; '''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Adding_an_Amendment_to_an_Agreement|Add Amendment to an Agreement]]&nbsp;</div> </div>
 &nbsp;

@@ Line 160: / Line 160: @@
 <div class="note-box">'''Note''': Follow the same process to update other entities.</div> </div>
 == Adding an Amendment using Bulk Actions ==
 === Enabling Attribute inheritance for amendments ===
@@ Line 171: / Line 168: @@
 .&nbsp;'''Click'''&nbsp;"Edit". The "Edit Contract Type" page opens with the "Details" tab.
-<div class="image-green-border">[[File:8.0-BulkActions-CT-Edit.png|720px|8.0-BulkActions-CT-Edit.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click'''&nbsp;"Next". The "Attributes"&nbsp;tab opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-BulkActions-Edit.png|920px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-BulkActions-CT-Edit.png|720px|8.0-BulkActions-CT-Edit.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click'''&nbsp;"Next". The "Attributes"&nbsp;tab opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-BulkActions-Edit.png|920px|8.0-BulkActions-Edit.png]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Select''' the Attribute in the "Selected Attributes" pane. For example, "Use Amendment Template". The respective&nbsp;Attribute's&nbsp;details appear&nbsp;on the right.
@@ Line 250: / Line 247: @@
 &nbsp;
 <div class="image-green-border">
+&nbsp;
 == Initiating the bulk termination for agreements ==
@@ Line 279: / Line 276: @@
 &nbsp;
 &nbsp; '''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Adding_an_Amendment_to_an_Agreement|Add Amendment to an Agreement]]&nbsp;</div> </div>
-&nbsp; '''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Adding_an_Amendment_to_an_Agreement|Add Amendment to an Agreement]]&nbsp;</div> </div> </div>
+&nbsp;

@@ Line 250: / Line 250: @@
 &nbsp;
 <div class="image-green-border">
 == Initiating the bulk termination for agreements ==
@@ Line 255: / Line 256: @@
 To initiate bulk termination:<br/> 1. '''Click'''&nbsp;"Bulk Actions" on the main navigation on the top.&nbsp;<br/> 2. '''Click '''Update Existing. The "Update Bulk Action WorkBook"''&nbsp;''page opens.
-. '''Select'''&nbsp;"Initiate Termination" in the "Bulk Upload Action" field.
+.&nbsp; '''Select'''&nbsp;"Initiate Termination" in the "Bulk Upload Action" field.
-−
-&nbsp;
-<br/> 4. '''Select''' a "Saved Search". For example, "Executed_Agreements". Users need to create a saved search with executed agreements for which termination agreements can be created.<br/> 5. '''Select'''&nbsp;"Contract Type Name". For example, "ICMMasterServicesAgreement". The "Contract Type Name" field displays all the contract types from the selected saved search.
+.&nbsp;'''Select''' a "Saved Search". For example, "Executed_Agreements". Users need to create a saved search with executed agreements for which termination agreements can be created.<br/> 5. '''Select'''&nbsp;"Contract Type Name". For example, "ICMMasterServicesAgreement". The "Contract Type Name" field displays all the contract types from the selected saved search.
 The Alert&nbsp;message is displayed if the user selects the contract type which does not have the required configuration and attributes configured for the termination process.
-<div class="image-green-border">[[File:8.0-BulkActions-Update1.png|720px]]</div>
+<div class="image-green-border">[[File:8.0-BulkActions-Update1.png|720px|8.0-BulkActions-Update1.png]]</div>
 &nbsp;<br/> 6. '''Select '''the "Termination Contract Type Name". For example, ICMTerminateMasterServicesAgreement. The "Termination Contract Type Name" field displays all the contract types that can be used as termination agreements for the selected contract type name.<br/> 7. '''Select''' the "Association" if you want to update for the selected "Termination Contract Type".
 <div class="image-green-border">[[File:8.0-Bulk Actions-Bulk-Termination-1.png|720px|8.0-Bulk Actions-Bulk-Termination-1.png]]<br/> &nbsp;<br/> 8. '''Click'''&nbsp;"Next". The "Attributes"tab opens''.''<br/> 9.'''Select '''the desired attributes for the selected agreement and the associations''.''</div> <div class="image-green-border">''&nbsp;''</div> <div class="note-box">''Note: The attributes related to the termination process (Termination Date, Termination Parent Id, Is Termination) are pre-selected and cannot be removed.''</div> <div class="image-green-border">''&nbsp;''</div> <div class="image-green-border">''10. '''''Click'''&nbsp;"Generate Workbook". The workbook is generated with the executed agreements from the "Saved Search",&nbsp;"Associations" and the selected Attributes.&nbsp;<br/> The attributes which have enabled the inheritance will have their values pre-populated from the parent agreement.<br/> &nbsp;<br/> [[File:7.15 514625 5.1.png|720px|7.15 514625 5.1.png]]</div>

@@ Line 250: / Line 250: @@
 &nbsp;
 <div class="image-green-border">
 == Initiating the bulk termination for agreements ==
@@ Line 256: / Line 257: @@
 . '''Select'''&nbsp;"Initiate Termination" in the "Bulk Upload Action" field.
-[[File:8.0-Bulk Actions-Bulk-Termination.png|720px|8.0-Bulk Actions-Bulk-Termination.png]]
+&nbsp;
 <br/> 4. '''Select''' a "Saved Search". For example, "Executed_Agreements". Users need to create a saved search with executed agreements for which termination agreements can be created.<br/> 5. '''Select'''&nbsp;"Contract Type Name". For example, "ICMMasterServicesAgreement". The "Contract Type Name" field displays all the contract types from the selected saved search.
 The Alert&nbsp;message is displayed if the user selects the contract type which does not have the required configuration and attributes configured for the termination process.
-<div class="image-green-border">[[File:8.0-Bulk Actions-Bulk-Termination-error.png|720px|8.0-Bulk Actions-Bulk-Termination-error.png]]</div>
+<div class="image-green-border">[[File:8.0-BulkActions-Update1.png|720px]]</div>
 &nbsp;<br/> 6. '''Select '''the "Termination Contract Type Name". For example, ICMTerminateMasterServicesAgreement. The "Termination Contract Type Name" field displays all the contract types that can be used as termination agreements for the selected contract type name.<br/> 7. '''Select''' the "Association" if you want to update for the selected "Termination Contract Type".
 <div class="image-green-border">[[File:8.0-Bulk Actions-Bulk-Termination-1.png|720px|8.0-Bulk Actions-Bulk-Termination-1.png]]<br/> &nbsp;<br/> 8. '''Click'''&nbsp;"Next". The "Attributes"tab opens''.''<br/> 9.'''Select '''the desired attributes for the selected agreement and the associations''.''</div> <div class="image-green-border">''&nbsp;''</div> <div class="note-box">''Note: The attributes related to the termination process (Termination Date, Termination Parent Id, Is Termination) are pre-selected and cannot be removed.''</div> <div class="image-green-border">''&nbsp;''</div> <div class="image-green-border">''10. '''''Click'''&nbsp;"Generate Workbook". The workbook is generated with the executed agreements from the "Saved Search",&nbsp;"Associations" and the selected Attributes.&nbsp;<br/> The attributes which have enabled the inheritance will have their values pre-populated from the parent agreement.<br/> &nbsp;<br/> [[File:7.15 514625 5.1.png|720px|7.15 514625 5.1.png]]</div>
@@ Line 271: / Line 272: @@
 &nbsp;
 '''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Adding_an_Amendment_to_an_Agreement|Add Amendment to an Agreement]]&nbsp;</div> </div>
-</div>
+&nbsp;

@@ Line 160: / Line 160: @@
 <div class="note-box">'''Note''': Follow the same process to update other entities.</div> </div>
 == Adding an Amendment using Bulk Actions ==
@@ Line 165: / Line 166: @@
 . Click "Contract Types" under the "Configure" main navigation menu on top. The "Contract Types" index page opens.
-<div class="image-green-border">[[File:8.0-BulkActions-CT.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-BulkActions-CT.png|720px|8.0-BulkActions-CT.png]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Click'''&nbsp;the "View Details"&nbsp;eye icon corresponding to the contract type you want open on the last column. For example, "ICMAutomationBasicAgreement". The "Contract Types" Details page opens.
 .&nbsp;'''Click'''&nbsp;"Edit". The "Edit Contract Type" page opens with the "Details" tab.
-<div class="image-green-border">[[File:8.0-Bulk Actions-Bulk-Actions-Amendments CT-Details.png|720px|8.0-Bulk Actions-Bulk-Actions-Amendments CT-Details.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click'''&nbsp;"Next". The "Attributes"&nbsp;tab opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Bulk Actions-Bulk-Actions-Amendments CT-Attributes.png|720px|8.0-Bulk Actions-Bulk-Actions-Amendments CT-Attributes.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-BulkActions-CT-Edit.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click'''&nbsp;"Next". The "Attributes"&nbsp;tab opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Bulk Actions-Bulk-Actions-Amendments CT-Attributes.png|720px|8.0-Bulk Actions-Bulk-Actions-Amendments CT-Attributes.png]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Select''' the Attribute in the "Selected Attributes" pane. For example, "Use Amendment Template". The respective&nbsp;Attribute's&nbsp;details appear&nbsp;on the right.

@@ Line 20: / Line 20: @@
 *Provides error and status files for every batch processed. The status file indicates if the records passed or failed the&nbsp;validations. The error file indicates the specific validation errors while processing the batch.
 == Enabling Bulk Actions Menu ==
@@ Line 32: / Line 33: @@
 <div class="image-green-border">[[File:8.0-Bulk Actions-Security-Manage.PNG|920px|8.0-Bulk Actions-Security-Manage.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Click "'''Edit" on the far-right in the title bar. The "Edit Security Groups" page opens.
-<div class="image-green-border">[[File:8.0-BulkActions-Security-Details.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Navigate&nbsp;'''to the "Privileges" tab&nbsp;in the Security Group and search for "Bulk Action"''&nbsp;''under the "Entity Name"''&nbsp;''column.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-BulkActions-Security-Edit.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-BulkActions-Security-Details.png|720px|8.0-BulkActions-Security-Details.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Navigate&nbsp;'''to the "Privileges" tab&nbsp;in the Security Group and search for "Bulk Action"''&nbsp;''under the "Entity Name"''&nbsp;''column.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-BulkActions-Security-Edit.png|720px|8.0-BulkActions-Security-Edit.png]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Select '''the '''"'''Bulk Action"''&nbsp;''option under the "Manage" or "View"''&nbsp;''column depending on whether you want to provide&nbsp;Manage&nbsp;or&nbsp;View&nbsp;privileges to the "Bulk Action"''&nbsp;''tile. The "Bulk Actions"''&nbsp;''tile will be displayed on the main navigation menu on the top.&nbsp;
@@ Line 44: / Line 45: @@
 &nbsp;
 == Creating&nbsp;New Agreement using Bulk Actions ==
@@ Line 70: / Line 68: @@
 .&nbsp;'''Upload '''the Workbook with all the sheets as a "zip file" and '''Navigate '''to the "Bulk Actions" Index page.
 [[File:8.0-Bulk Actions-Bulk-Actions-Index-Page.png|720px|8.0-Bulk Actions-Bulk-Actions-Index-Page.png]]</div>
+&nbsp;
 == Adding a new Batch ==
@@ Line 134: / Line 132: @@
 *If you want to process the failed records, then you must create a new batch and upload a Workbook that contains corrected values of the failed record. You are not required to start the process from the beginning (select Upload action, select Attributes, and so on.) You can reuse the Workbook that was generated earlier. All records that have been successfully created in ICI can be viewed from the UI.
 == Updating the&nbsp;Existing Entities ==
@@ Line 149: / Line 148: @@
 *Add Association to Amendment
 *Initiate&nbsp;Termination
-<div class="image-green-border">[[File:8.0-BulkActions-Update.png|520px]]</div> <div class="image-green-border">3.''&nbsp;'''''Select''' Update Action&nbsp;in "Bulk Upload Action" from the drop-down list. For example, "Update Agreement".</div> <div class="image-green-border">
+<div class="image-green-border">[[File:8.0-BulkActions-Update.png|520px|8.0-BulkActions-Update.png]]</div> <div class="image-green-border">3.''&nbsp;'''''Select''' Update Action&nbsp;in "Bulk Upload Action" from the drop-down list. For example, "Update Agreement".</div> <div class="image-green-border">
 .&nbsp;'''Select '''"Saved Search". All saved searches that the user has access to get populated in the drop-down.
@@ Line 159: / Line 158: @@
 .&nbsp;'''Click '''"Generate Workbook". The Workbook will contain the Agreement, Associations, and the selected Attributes. You can make changes, upload the files to ICI and continue with the workflow.
 <div class="note-box">'''Note''': Follow the same process to update other entities.</div> </div>
-−
 == Adding an Amendment using Bulk Actions ==
@@ Line 270: / Line 268: @@
 &nbsp;
-'''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Adding_an_Amendment_to_an_Agreement|Add Amendment to an Agreement]]&nbsp;</div> </div> </div>
+'''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Adding_an_Amendment_to_an_Agreement|Add Amendment to an Agreement]]&nbsp;</div> </div>