12.1.9.8.12 Mass Endorsement Configuration & Submission

Users can quickly configure, edit, and send endorsement cycles for multiple objects at once from the List page. Mass configuration and submission allow you to apply the same settings across multiple objects instantly, ensuring consistency and accuracy. This feature also significantly reduces manual effort by eliminating the need to send objects for endorsement individually.

This guide covers:

• How to access the mass endorsement actions
• How to mass configure endorsement cycles
• How to mass send for endorsement
  

How to Access the Mass Endorsement Actions

1. Navigate to the List view
2. Ensure that the checkbox column is enabled.

3. Select the desired objects using the checkboxes.
4. Click on the ellipsis menu that appears in the page header.
5. Hover over the Endorsement option in the dropdown.
6. Choose:
   • Set Endorsement Cycle to configure the endorsement cycles.
   • Send for Endorsement to submit the selected objects for endorsement.

*You can also use this menu to mass configure, edit, and submit objects for approval.

How to Mass Configure Endorsement Cycles

1. Click on Set Endorsement Cycle.
2. In the Assign Object Endorsement Cycles form, you can search for and add endorsers to the list.

3. Click Save to apply the configuration to all selected objects.

How to Mass Send for Endorsement

1. Click Send for Endorsement.
2. In the Send for Endorsement Confirmation form, you can:
   • Add a comment.
   • Set a due date (a deadline for endorsers).
   • Attach a file to the endorsement request.

3. Click Send for endorsement to submit the selected objects.

Rules & Limitations

Endorsement Cycle Processing Priority

• Endorsement cycles are processed before approval cycles.
  • If an object has both an endorsement and an approval cycle configured, the system automatically processes endorsement first, followed by approval.

Performance Considerations

• Large selections may take longer to process.
  • While mass actions are optimized for efficiency, selecting a high number of objects may result in slight processing delays.
  • The UI remains responsive, and you can continue working while the system processes endorsements in the background.