ClearPoint Strategy's Bulk Change Scripts feature is designed to simplify the process of updating multiple elements simultaneously. With the help of filters, you can easily specify which elements need to be modified. This feature saves you time and effort, enabling you to focus on more important tasks.
What is it?
Bulk Changes Scripts allow admins to make mass changes throughout their account. By selecting and filtering for a certain set of criteria, admins have the ability to add calculated series to 40 different measures, edit every single objective to have a new owner, or add a status to every initiative with a completed date before today – just to name a few examples.
Similar to Custom Scripting within ClearPoint, the Bulk Changes Script has a user-friendly interface to make it easy for users to set their filters and specify the changes they’d like to see.
Why does it matter?
Annual rollovers and slight changes to strategic plans should not be processes that come with cumbersome tasks by the team trying to make changes to their ClearPoint account.
With Bulk Changes Scripts, all users (regardless of experience level with scripts or code!) can make repeatable changes across the account easily and quickly. Rollovers and strategic plan changes can focus, once again, on being an exciting and hopeful time as teams dream of all the strategic success they’ll achieve.
How does it work?
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.
These steps will help you create a Bulk Changes Script
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 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 ‘Status’.
Under Comparison select Equals
Select No Information as the Value
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, Status
We are going to choose Caution as the Status
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
The following steps will help you 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.
You will be prompted to confirm you want to Run the script
