Bulk update the status field on compliance policy clause version records that are associated with a compliance policy version.
Required Editions
| Available in: Lightning Experience |
| Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability. |
| User Permissions Needed | |
|---|---|
| To configure Process Compliance Navigator: | Compliance Admin permission set |
Note
The bulk update is processed asynchronously by calling the ComplianceBulkUpdateResponseRepresentation connect API.
Bulk update a maximum of 1000 compliance policy versions at one time.
When the Regulation and Policy Status Transition and Validation Criteria setting is turned on, records in a bulk update that don't meet the transition and validation criteria fail. You don't receive a notification about which records failed.
- From the App Launcher, find and select Process Compliance Navigator.
- From the navigation bar, select Compliance Policy Versions.
- Open the compliance policy version record.
- Go to the quick actions menu and click Bulk Update.
- Select a status.
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Save your changes.
When the bulk update is completed, the user who initiated it receives a confirmation notification and email.