Enabling Mass Replace in a Process

To enable mass replace in a process:

  1. In the System Administration tool, under Structures > Processes, edit an existing Process object.
  2. In the Process Wizard, open the Fields page.
  3. Click New Field to create a new object type field.
  4. Enter a display name and select Object Type as the field type.
  5. Click Finish.
  6. In the Object Type Field Properties dialog box, click Next.
    Do not select Allow Multiple Items. You can replace a single record only.
  7. Click Next again.
  8. On the Select Object(s) page, select the objects where the items to replace come from.
  9. Click Next.
  10. On the Select Columns page, specify options.
  11. Click Next.
  12. On the Choose User Rights page, specify access permissions for the field.
  13. Click Finish.
  14. Repeat steps 3 to 13 to add an object type field to hold the target item.
  15. In the Process Wizard, open the Workflow Properties wizard.
  16. Select the stage where you want to replace the record.
  17. Click Outputs and click Add .
  18. In the Outputs dialog box, in Select Type, select Replace BOM items and click Save.
  19. In the Replace BOM items dialog box, under Step 1, select the object type field for the source item in Item to replace and the target object type field in Item to replace with.
  20. Under Step 2, specify the behavior for the target parent objects to update.
    Select the parent objects to add as affected items in the process.
  21. Click Save and Close.