Only administrators can create and run Bulk Change Scripts. We’ll first walk through creating a Bulk Changes Script, which can then be used once or multiple times to make sweeping changes across your account.
Creating a Bulk Changes Script
Bulk Changes can make changes to Scorecards, Objectives, Measure, Initiatives, Action Items, Risks, Series, and Charts. These changes, depending on the element, can be additions, deletions, edits, or updates.
In this example, we will create and run a script that updates the complete status of all Measures in the account under a given name.
Important: Since Bulk Changes can change many things in your account very quickly, and may be difficult to undo, we strongly recommend reaching out to your account manager before running any scripts.
From the Control Panel click on Automation
Select Bulk Changes
Click on the Plus icon
Under Name, enter the name of the Script, in this example, ‘Change Measure complete status’.
Be as descriptive as possible in the Description field
Under Element, select the element to change with the script
Use the dropdown menu to select the type of action you want to perform, in this example, ‘Update’.
Select the appropriate Period
Navigate to the Filter tab
Click on the Add Filter button
Select an Element from the dropdown menu, in this example, ‘Measure’.
Use the dropdown menu to select a Field, in this example, we are going to select ‘Complete?’.
Under Comparison select Is False
Click Save
Click Preview Filter so you know exactly which elements you will be changing. If the result is not what you’re looking for, consider refining your filter or adding additional filters.
Note: Learn more about Tags to filter for elements that may not initially share a similar characteristic.
Navigate to the Changes tab
Use the dropdown menu under Select Fields to select the field you want to update
In this example, we are going to mark the Complete status as True
Navigate to the Preview tab
You will be prompted to Save
Use the dropdown arrow to expand the view
It’s important to review the changes carefully before continuing
Once you have made sure these are the changes you want to perform, click Save
Running a Bulk Changes Script
It is very easy to run a Bulk Changes Script.
From the Control Panel click on Automation
Select Bulk Changes
Click on Run Script
You will be prompted to preview the changes you are about to perform for a last review, due to the amount of changes and because they are going to take effect in your whole account, we strongly suggest you review them carefully before proceeding.
Only click Run when you are confident the changes are what you are looking forward to.
