Complete subtasks in bulk

With the Subtask Completion extension, you can complete different types of subtasks in bulk, such as, forms, upload, and approval type.

• For editing, you can select only one subtask at a time. It is not possible to select any task in this flow.

• When completing a form subtask, all business logic (mandatory fields) is bypassed.

• It is not possible to use this extension to edit subtask attributes, such as forecast date, manual date, and lock. To edit these attributes, use the default Bulk Object Updater (BOU) flow.

• Completing form subtasks activates any existing form triggers or stored procedures.

Enable this extension:

1. In BOU, click the ellipsis icon on the upper right corner.

2. Click Enable Subtasks Extension.

   This action activates the subtask completion flow.

3. To return to the default state, click Home.

Single and Bulk Update of Form Subtasks

Edit form subtasks individually or in bulk:

1. In Subtasks Extension, select a template and organization unit.

2. In the tasks/subtask filters, select the subtasks you want to edit.

3. To indicate the subtask type, all form subtasks have “Form” before their names.

4. After selecting subtasks, the system fetches all project EAs from the form subtask in the EA filter.

5. Select all EAs you want to edit.

6. To narrow down the results, use additional filters.

7. To fetch projects, click Search.

   The grid shows all projects based on the selected filters.

8. To update or complete subtasks, click Edit.

9. In the edit mode, choose one of the following options.

   • Edit a single cell:

     1. Click an extended attribute.

     2. Make the desired changes.

        You can edit multiple cells in a similar way.

     3. To complete the selected subtasks, click Save & Complete.

        This action activates any existing form triggers or stored procedures.

   • Bulk update an extended attribute across projects:

     1. Click the column header of the EA.

        A sidebar appears with an option to update the EA value.

     2. Make the desired changes.

        You can update multiple columns in a similar way.

     3. To complete the selected subtasks, click Save & Complete.

        This action activates any existing form triggers or stored procedures.

Single and Bulk Update of Approval Subtasks

Edit approval subtasks individually or in bulk:

1. In Subtasks Extension, select a template and organization unit.

2. In the tasks/subtask filters, select the subtasks you want to edit.

3. To indicate the subtask type, all form subtasks have “Approval” before their names.

4. To narrow down the results, use additional filters.

5. To fetch projects, click Search.

6. The grid shows all projects based on the selected filters. The Approval Status column shows either Approved, Pending, NA, or Rejected for each project.

7. To update or complete subtasks, click Edit.

8. In the edit mode, choose one of the following options.

   • Single edit a cell:

     1. Click an extended attribute.

        Select either Approve or Reject for a subtask.

        You can edit multiple cells in a similar way.

     2. To complete the selected subtasks, click Save & Complete.

   • Bulk update an approval subtask across projects:

     1. Click the header.

        A sidebar appears with an option to update the approval status.

     2. Make the desired changes.

        You can update multiple columns in a similar way.

     3. To complete the selected subtasks, click Save & Complete.

Single and Bulk Update of Upload Subtasks

Edit approval subtasks individually or in bulk:

1. In Subtasks Extension, select a template and organization unit.

2. In the tasks/subtask filters, select the upload/document subtask types.

   To indicate the subtask type, all upload subtasks have “Document” before their names.

   Filters for Extended Attributes are disabled.

3. To narrow down the results, use additional filters.

4. To fetch projects, click Search.

   The grid shows all projects based on the selected filters. The Upload Status column shows either File Uploaded, NA, or Pending.

5. To update or complete subtasks, click Edit.

6. In the edit mode, choose one of the following options:

   • Single edit a cell:

     1. Click a cell.

        You can edit multiple cells in a similar way.

     2. To upload a file, click Upload. Click Browse to upload files from your computer.

     3. To complete the selected subtasks, click Save & Complete.

   • Bulk update an upload subtask across projects:

     1. Click the header.

        An upload window opens.

     2. Browse for a file and upload it. You can also drag and drop the file you want to upload.

        You can update multiple columns in a similar way.

     3. To complete the selected subtasks, click Save & Complete.