Concept: Bulk Approve Business Processes

When a business process is enabled for bulk approval, you can approve items in bulk by selecting the

Bulk Approve

prompt option in your My Tasks. You must have

Modify

permission on the Inbox: Business Process Bulk Approval
domain security policy in order to perform this action.

You can access the

Business Process Configuration Options

report to determine if a business process supports bulk approval on Approval
and Action
steps. On this report, if the:

Limited Approval Not Allowed

column is empty, you can bulk approve Approval
steps for this business process.

Allow Limited Approval

column displays

Yes

, you can bulk approve Action
steps for this business process.

The My Tasks item can't be part of a consolidated approval.

When you access the

Bulk Approve

task, we display the total number of items you're viewing above the grid. Example: Viewing: 38 items
.

You can apply a filter to the grid and only approve the filtered items. To bulk approve only items returned by the filter, apply a filter to the grid first and then select all rows by clicking the check box in the header. We display the number of filtered items and the number of rows selected to bulk approve. Example: Viewing: 9 of 38 items, 9 selected
. This means your filter returned 9 items and 9 rows are selected to bulk approve.

When you select all rows in the grid and then apply a filter, we'll bulk approve all rows and not just filtered items.

On the

Bulk Approve

task, you can only approve 100 items at a time.

My Tasks Filters

When you want to approve Approval
or Action
steps in bulk, Workday takes into consideration the My Tasks filter you have set. Only My Tasks items included in the selected My Tasks filter will display in the

Bulk Approve

task. The

Favorites

My Tasks filter doesn't apply for bulk approval of business processes.

Validation Conditions

When the Approval
or Action
step has a validation condition with a severity of

Critical

, you won't be able to bulk approve it. But if the validation severity is a

Warning

, you can bulk approve it.

Custom Validation Rules

When you access the

Bulk Approve

task using the

Bulk Approve

filter in My Tasks, Workday displays eligible events that you can approve in bulk in the

Bulk Approve

grid. When the event has a validation severity of:

Critical

: Workday doesn't display the event in the

Bulk Approve

grid.

Warning

: Workday displays the event in the

Bulk Approve

grid, and the

Has Exceptions

check box is selected. When an event doesn't have a validation condition, it will also display in the grid.

Delegation

When you configure delegation, Workday doesn't display delegated items in the

Bulk Approve

task for the delegate. But when the delegate switches accounts to act on behalf of the delegator, the items will display in the

Bulk Approve

task.

Example: Betty sets up delegation and selects Steve as her delegate. A task is awaiting action from both Betty and Steve. Since it's a delegated task, Steve won't see it in the

Bulk Approve

task when he accesses My Tasks. The task will still display in My Tasks since it is awaiting action from them. When Steve switches accounts and acts on behalf of Betty, he will see delegated items in the

Bulk Approve

task.

Concept: My Tasks