Introduction
The Bulk Linked Record Creation feature enables users to create multiple linked records efficiently, streamlining workflows and reducing manual data entry. This functionality is especially useful when deploying multiple records from a single parent record, such as creating multiple Control Tests for different Controls.
Bulk Create Linked Records
Selecting the Parent Records
You can create the linked records from one or multiple parent records.
- From the Records List: Navigate to the Records List and select the parent record(s).
- From a Linked Entities Table: If you are inside a record, find the Linked Records table and select the relevant parent record(s).
Tip: Use checkboxes to quickly select multiple parent records.
Opening the Context Menu
Click the Context Menu (⋮) in the top-right corner of the table and select "Create Linked Records" from the dropdown list.
Choosing an Action
A dialogue box will appear with a list of actions. Select the appropriate action for the new records and click Next to continue.
Choosing Context(s)
Define the context for the new records by selecting one or multiple contexts from the list. Click Next when ready.
Tip: Context defines the scope, applicability and access to the new records.
Defining Organizational Hierarchy Logic
Select how the organizational hierarchy data should be applied:
- Single Hierarchy per Record - Creates one new record for each selected hierarchy.
- All Hierarchies in One Record - Creates a single record containing all selected hierarchies.
Click Next to proceed.
Tip: Use this option when records need to reflect a structured organizational hierarchy.
Updating Attributes (Optional)
If necessary, select attributes to modify in the new records, enter the updated values, and click Next or Skip to continue
Reviewing and Confirming
Review all selections, including parent record(s), context(s), and any attribute updates.
- Click Back to make any necessary changes.
- Click Create to generate the linked records.
Tip: Double-check all selections before confirming to avoid unnecessary record creation.
Linked Record Creation
The system will generate linked records automatically. Once the process is complete, a confirmation message will appear, and the new records will be linked to the parent record(s) selected earlier.
Success Message: A confirmation will indicate that the linked records have been successfully created.
Next Steps
Once the linked records have been created, you may need to review them to ensure they contain the correct data and are assigned to the appropriate context. If necessary, records can be updated, removed, or recreated based on workflow requirements.
For users who need to export records for external reporting, see Exporting a Record to Word for guidance on generating Word documents with record data.
For further assistance, consult your administrator or reach out to Support.