Using Spreadsheet Designer to Delete User Categories and Tasks

One of our CEOs has resigned and I need to transfer all the req locs (categories) that were assigned to him, about 120, to our corporate comptroller. I'm able to use the spreadsheet designer to query all the categories but I can't seem to figure out how to delete them from the CEO's tasks. I keep getting the message

But identifying the task doesn't seem to be an option for business class PfiUserCategory

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Process Automation (IPA) - General Discussions

Comments

robert-canham

It isn't marked as required, but you need to include the PfiTask.TaskType. The fields I use when doing a delete are PfiUserProfile, PfiTask.TaskName, PfiTask.TaskType, PfiFilterKey, PfiUserCategory

jreese

The easiest way we found to do this is using IPA.

jon-athey

Thanks! That worked.

jon-athey

jreese- how does your IPA flow work?

jreese

reads through a csv file and performs actions on the Users, Tasks and Filters. It will currently just do adds and deletes.

jon-athey

Do you manually create the csv file and load it to the server then kick off the flow?

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