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Administrator Guide
Last Updated: 2024-01-12
Steps: Set Up Mass Actions

Steps: Set Up Mass Actions

You can set up the
Mass Actions Event
 business process to generate a workbook in Worksheets for processing events in bulk.
  1. Set up Drive.
  3. Edit Domain Security Policies.
    Configure the
    Mass Action Events
     domain in the System functional area.
  4. Configure security permissions for the
    Mass Action Event
     business process policy.
  5. Configure the
    Mass Action Event
     business process.
    The
    Mass Action Event
     business process doesn't support
    Approval
     steps.
    The
    Complete Mass Action
     step doesn't support constrained security groups. Workday recommends that you use an unconstrained security group or the initiator security group in the Complete Mass Action Step.
    You can share mass action worksheets with constraint security groups. However, view and edit access to mass action worksheets depends on the position and domain security settings that you apply to the profiles.
  6. To avoid approval routing and numerous tasks in
    My Tasks
     for mass actions, configure rule-based business process definitions for the relevant business process with the
    Mass Action Type
     report field.
You can now create and share mass action workbooks for the relevant business processes.
Access the
View All Mass Action Events
 report to review mass action events.