1. Modeling
  2. Model actions
  3. Bulk copy action
  4. Set up a bulk copy action

As a workspace administrator, you can set up a bulk copy action. Bulk copy actions enable you to copy data in bulk from one version, time period, or list item to another.

You must be a workspace administrator to set up a bulk copy action.

To set up a bulk copy action:

  1. In the Actions tab of the Actions pane, select New Action from the toolbar at the top. 
  2. Select Bulk Copy from the menu.
  3. Enter the button name in the Button text field.
    Follow best practice naming conventions to ensure the action is easy to identify.
  4. In the List dropdown, select the list from which you want copy data.
    Versions displays as a list and is selected by default.
  5. Select the item you want to copy data from in the Source member field.
  6. Select the item you want to copy data to in the Target member field. 
  7. Select OK.

You can then publish the action to a dashboard or add it to a process

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.