Concept: Bulk Updates

Bulk updates in Workday VNDLY enable you to modify multiple existing records simultaneously.

To access bulk updates, select

Bulk Updates

. Access to bulk updates is restricted by permissions, so check with your program team if the menu item is not available. See Reference: Bulk Updates Permissions.

You can initiate bulk updates using any of these methods:

Method	Description
Bulk Update Wizard	To modify a single field across multiple work orders. You select modules and records to update. You can also select a filter and preview records.
Work Order page	Select records to update.
File upload	To modify multiple fields with various values across multiple work orders. With this option, you can't delete a field value.

You can't perform bulk updates on canceled items as Workday VNDLY doesn't currently support editing fields on ended work orders.

VNDLY disables approval requests when a tenant has Workday enabled to avoid impacting bulk actions.

Line Level Details

The

Bulk Updates

page displays the status of each update created in Workday VNDLY and whether the update triggered approvals. Information on each bulk update includes:

Option	Description
ID	The ID number associated with a bulk update.
Model	The type of bulk update. Example: Work Order.
Status	Options available: Success Failure Partial Success This displays whether a bulk update worked, didn't work, or partially worked.
Description	Entered when bulk update is created.
Run Date	The time and date when a bulk update ran.
Completion Date	The time and date when a bulk update finished running.
Total Rows	The total amount of rows impacted by the bulk update.
Created By	The user in your tenant who initiated the bulk update.

Bulk Update Details

You can click any row on the

Bulk Updates

page to view more details about the update, including field values updated.

The

Updated Records

section displays information about the specific records in each update. In this section, you can:

Use the

Show Errors Only?

toggle to only view records with errors.

View the

Status

for individual records in the update. Statuses include:

Pending
: The record is pending information before it can be updated. This can include awaiting necessary approvals or, for tenants integrated with Workday, needing details from the Workforce Connector.

Ok
: The record was updated successfully.

Error
: The record was unable to update.

View the

Message

column for more details about the record’s status, such as reasons for errors or changes requested for updates that need approval.

Bulk Update Custom Fields

You can bulk update VNDLY custom fields on work orders using CSV file upload. All types of custom fields are supported, such as drop-down, boolean, number. Workday custom fields are not currently supported using Bulk Update via File upload.

Users must have edit permissions for a custom field in order to bulk update it. To configure custom field permissions, navigate to

Company Settings

. Under

Foundational Data

, select

Custom Fields

. Locate the appropriate custom field, click

Edit

, and configure the client and vendor permissions.

When bulk updating custom fields, if a custom field is required on any work order form, you can replace but not delete a value. If conditional visibility is set on the work order form, then those conditions must be met in order for a user to bulk update the custom field.

If a custom field is configured to display on more than one form, only the value on the work order is updated by the bulk update.