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Bulk operations on multiple objects

Act on many objects in one pass. There are two ways to do it — from the search page, or from the repository tree's Full Screen Tree View — and which you use depends on what you're changing.

Prerequisites​

  • Access to the repository; each operation applies your normal permissions to every affected object.
  • Archive objects additionally requires the Data Retention Policies Early Access feature and the Manage Retention Policies and Archive repository permission — see Data retention and archiving.

Steps​

Choose the method that fits what you're changing:

  • From the search page — add or remove relationships, change the process ownerProcess Owner The person accountable for a specific business process — its design, performance, and improvement. The primary stakeholder for mining and simulation outputs., or delete or archive objects, across the objects a search returns. Use this when you pick objects by criteria — text or the iGrafx Query Language (IQL) — rather than by where they sit in the tree.
  • From the repository tree — move, copy, or delete objects, or manage cycles on several at once, by selecting them in the Full Screen Tree View. Use this for objects you locate by their place in the tree.

From the search page​

  1. Run a search that covers the objects you want to change. The search page's Query search type accepts IQL, so you can select objects by model criteria, not only text.
  2. Select the search menu in the upper right of the search page, then Bulk operations. The panel opens and checkboxes appear next to the results.
  3. Check the objects to change. The count shows in the panel.
  4. Under Operation, choose what to do:
    • Add relationships — pick the relationship type, direction, and target objects to add.
    • Remove relationships — remove specific targets, or all relationships of the chosen type.
    • Remove and add relationships — both in one pass.
    • Update Process OwnerProcess Owner The person accountable for a specific business process — its design, performance, and improvement. The primary stakeholder for mining and simulation outputs. / Remove Process OwnerProcess Owner The person accountable for a specific business process — its design, performance, and improvement. The primary stakeholder for mining and simulation outputs. — change who owns the selected processes.
    • Delete objects — move the selected objects and their children to the Recycle Bin, with an optional deletion comment.
    • Archive objects — archive the selected objects instead; offered only with the Early Access Data Retention feature enabled.
  5. Complete the operation's configuration and confirm. The change runs as a background job; the notification area reports the outcome. In the Status Log, relationship and process-owner changes appear as bulk operations, while deleting and archiving appear as Object Deletion and Object Archive jobs.

The search page with the bulk operations panel open and results selected.

A bulk operation from Search works on a single repository — selecting a result hides the checkboxes of other repositories' results. Which relationship types and targets are valid follows the Object relationships reference; the job reports invalid combinations rather than applying them.

Delete or archive objects​

Delete objects and Archive objects are the bulk form of the actions you run on a single object from the repository tree, and they behave the same way. Deleted objects go to the Recycle Bin, where you can restore them. Archived objects go to the Archive, where they stay restorable until the retention period destroys them. Both operations take the children of the selected objects with them.

Before you confirm, the panel lists the objects it will leave untouched:

  • Objects that are checked out or in an approval cycle.
  • Template folders, default narratives, default platform objects, and parts of an IGX file.

The operation runs on the rest of the selection. You can enter a deletion or archival comment; it appears alongside the objects in the Recycle Bin or the Archive. When the job finishes, the search runs again so the results no longer list the objects you removed.

From the repository tree (Full Screen Tree View)​

  1. Above the repository tree, select the full-screen icon (tooltip Expand) to open the Full Screen Tree View.

  2. Check the box next to each object you want to act on. The bar at the bottom of the tree shows the operations available for your selection.

  3. Choose an operation:

    • Move — relocate the selected objects to another folder.
    • Copy — duplicate them to another location.
    • Delete — remove them.
    • Manage Cycles — start or act on cycles for all the selected items at once; see Start a cycle on multiple items.

    Selecting exactly one object also offers Rename and Default Order.

Which operations appear depends on what you select and its status; for example, a checked-out diagram can't be moved or deleted, so Move isn't offered when any selected item is checked out.