ProcessPro

Only <a href="https://help.processpro.io/en/articles/6320342-what-is-an-administrator">administrators </a>and <a href="https://help.processpro.io/en/articles/6285515-stakeholders-and-informees">stakeholders </a>can access this bulk change feature which is available on the following pages: Processes, Value Streams, Managed Documents, Attachments, Ownership Report, Approval Requests Report, Users and Roles.

<a href="https://help.processpro.io/en/articles/10899601-bulk-changes-explained">Quick steps on how to use Bulk Changes.</a>

Many different updates can be made using bulk change. The tables below indicate what properties and actions can be changed in each menu item.

Properties: Processes, Value Streams, Managed Documents, Attachments 

Only manually added informees can be added and removed with bulk change. Read more about <a href="https://help.processpro.io/en/articles/10709832-managing-informees">automatic and manually added informees</a>. Automatically added informees will be added automatically when they are allocated to roles in the process.

'Review Date' can only be changed on draft and approval declined statuses.

Only administrators and users with 'View Reports' permission enabled, can access bulk change in reports.

'Publish to Process Library' action is only available when the company permission 'Process Library' is enabled.

- Only manually added informees can be added and removed with bulk change. Read more about <a href="https://help.processpro.io/en/articles/10709832-managing-informees">automatic and manually added informees</a>. Automatically added informees will be added automatically when they are allocated to roles in the process.
- 'Review Date' can only be changed on draft and approval declined statuses.
- Only administrators and users with 'View Reports' permission enabled, can access bulk change in reports.
- 'Publish to Process Library' action is only available when the company permission 'Process Library' is enabled.

Change logs and version increments will update as expected with any other changes. 

This article explains what changes can be made in bulk

Bulk Change Properties and Actions

Find answers and get help from Intercom Support and Community Experts

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	Processes	Value Streams	Managed Documents	Attachments
Owner
Experts
Author
*Informees
Tags
Group
Review Cycle
Review Date
Business Continuity
Access
Display embedded view
Display colours in embedded view
Enable Time and Cost Analysis

Processes	Value Streams
*Publish to Process Library	*Publish to Process Library
Duplicate	Duplicate
Transfer	Transfer

Ownership Report	Approval Requests Report
Reassign Activity Roles	Override as Approved
	Override as Declined

Actions	Properties
Reset Password	Company - this is where you set the default company
Send Welcome Email	Available Companies
	Permissions
	Status - this is to enable, disable or delete user(s)

Bulk Change Properties and Actions

Properties: Processes, Value Streams, Managed Documents, Attachments

Actions: Processes, Value Streams

Actions: Reports

Properties and Actions: Users

Actions: Roles

All permissions apply: