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Scheduling Bulk Updates for Collections

Scheduling a bulk update with collections is useful for a group of objects that needs to be updated on a regular basis. The scheduled collection can save time instead of performing it manually. For example, if all current accessory references should be removed before a group of objects is implemented into a workflow.

Prerequisites

The following tasks must be completed before a collection is scheduled to run a bulk update.

  1. Create a collection. More on creating a collection can be found in the Creating Collections topic in the Getting Started / User Guide documentation here.
  2. Create a bulk update configuration. See Creating a Bulk Update topic (here) for more on how to configure a bulk update.

The steps below explain how to schedule a bulk update using collections.

Scheduling Bulk Updates

To perform a bulk update on a collection at regular intervals, create a schedule that applies to that particular collection. The bulk update is then automatically run at the scheduled time.

Start the Bulk Update wizard

  1. Open the Schedule Bulk Update wizard from File > Bulk Updates > Schedule Bulk Update.

Setup

  1. Click the ellipsis button () to locate and select the relevant collection. This option is not valid if the collection is created by going to File > Bulk Update > Run Bulk Update.

If the collection selected was created using the search criteria, and the Refresh before each run (Search Collections only) checkbox is selected, it will refresh the collection based on the current data in STEP using search criteria, before executing the bulk update operation(s).

  1. Click the ellipsis button () to locate and select the relevant configuration.
  2. Check Auto approve changes if you want to place the updated objects in the approved workspace immediately after the update.
  3. Click Next.

Preview

  1. Review the example results of the update.
  2. Click Next.

Schedule Process

  1. Create the time schedule by selecting either Now, Later, Weekly, Monthly, or Later and repeat.
  2. Complete the options related to the schedule.
  3. Click Next.

Name Process

  1. Enter a name for the Schedule Process Name parameter.
  2. The Process Name parameter displays the name displayed in the Background Processes tab.
  3. Click Finish to complete the wizard.

Run the Background Process

  1. On the Background Processes dialog choose an option:
  1. Viewing the process shows a bulk update that is scheduled to run at a later time under 'Queued processes.'

The Execution Report shows the process with a Status of 'waiting.'

 

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