Mass changes to Business docs.

[former_member757116]

Hi Folks,

Need ability to apply a mass change to all records to add collaborators to records, is this possible through a standard functionality in Wave 9.

Thank you,

HM

harsh.mundel@gmail.com

[kushagra_agrawal · Accepted solution]

Hi Harsh,

You can achieve this by importing the workbook for adding the collaborator. I have sent you the workbook on your email id which is mentioned.

Let me know if helps.

Best,

Kushagra A

[former_member190023]

Hello,

In the workbook template for your specific document type you will find 6 columns that can satisfy your request:

# COLLABORATOR_1               References the NAME field of a user account.

# COLLABORATOR_2               References the NAME field of a user account.

# COLLABORATOR_3               References the NAME field of a user account.

# GROUP_1                               References the EXTERNAL_ID field of a purchasing group.

# GROUP_2                               References the EXTERNAL_ID field of a purchasing group.

# GROUP_3                               References the EXTERNAL_ID field of a purchasing group.

You can add users/groups using these columns.

Bogdan Toma

[former_member757116]

Hi Bogdan,

May you please send me the workbook template you are referring to on my email, also if you may send the workbook to remove an added collaborator.

Thanks,

HM

harsh.mundel@gmail.com

[former_member190023]

Hi,

It is better for you to extract the templates from your own system.

Each template is system-specific and you will have differences and errors.

To extract a template:

1. Go to Setup -> System Administration -> Import Data
2. New -> Upload File to Server -> Next
3. Choose some dummy XSL/CSV file from your system -> Next
4. Select your desired Object Type (ex. Master Agreement) -> Enable "Preview the import" -> Next
5. Download template.csv

This procedure will get you the full template including header extensions.

Bogdan Toma