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Bulk Action

Through Bulk Action you can:

  • Update properties for multiple data assets

  • Easily link multiple data assets to a list

  • Easily link multiple data assets to a warning notice

Once a bulk action has been created, you can choose to save the action and set a schedule to have it run on a regular schedule.

  • For example: Set a bulk action to run on a monthly basis that automatically assigns a specific data owner to newly created data assets for a domain

Bulk Action is only available to the following roles: Data Governance, Data Managers, K Admin users


Access Bulk Action

You can access the bulk action function in three ways.

Option 1) Search Page

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Option 2) Via Filters

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Option 3) Via Lists

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How to complete Bulk Action

  • Step 1) Open bulk action for the assets you want to update via: 1) Search, 2) Filters, or 3) Lists

  • Step 2) Choose the attribute that you want to update

    • You can select multiple attributes to update at the same time

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  • Step 3) Confirm the Scope of the bulk update

    • If multiple types of data assets have been selected, you can restrict the update scope to a type of data asset (e.g. Tables and Column only)

  • Step 4) Confirm the type of Action. There are up to 4 types of actions that may be selected:

    • Clear - Delete all current values stored

    • Remove only - Delete a specific value (e.g. if there are multiple Data Stewards and you only want to remove one of them)

    • Replace - Replace the current values with a new one

    • Add to existing - Add additional values to the existing values

  • Step 5) Review the Action Settings

    • Check that the correct Action target has been selected

    • Confirm if you’d like the Action to be:

      • Run now

      • Saved for future use

      • Scheduled for future run

  • Step 6) After you click on Save or Run, you will be taken to the Actions Centre where you can:

    • View you saved actions

    • View previously run actions

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About the Action Centre

You can access the Actions Centre from the side menu.

Through the Actions Centre you can view all saved actions and previously run actions.

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For all Saved Actions, by clicking on the menu you can choose to:

  • Review what is the target list of data assets that the action updates

  • View the run history of a specific action

  • Edit the action, including setting and changing the run schedule

  • Run the action immediately

  • Delete the action

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