Editing Multiple Processes in a Folder

You can edit the following items in multiple processes within the same folder:

  • Layout
  • Recordset Name
  • Development Status
  • Owner
  • Team
  • Attributes

You must have folder permissions in order to edit processes.

To edit multiple processes in a folder:

  1. In the Certify Navigation pane, click Processes.

    The Processes window opens.

  2. In the Navigation pane, right-click on a process folder and select Edit Folder Processes.

    You can also select multiple processes in the Processes Summary pane by pressing the <Shift> key. Right-click on the processes and select Edit.

    The Edit Multiple Processes dialog opens.

  3. As needed, apply edits to the following items:
  • Layout
  • Recordset Name
  • Development Status
  • Owner
  • Team
  • If you need to apply edits to attributes, click the Attributes tab and apply your edits.
  • After you have completed your edits, click Save to save your changes.

 

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