Automation & integration - Bulk changes | Scribe

    Automation & integration - Bulk changes

    • Fernando Montenegro |
    • 0 step |
    • 4 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    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](https://support.clearpointstrategy.com/en/articles/6854020-tagging) 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.
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe