Activity model detailsActivity model details

Before changing template for a bulk of Activities, it is important to make sure that:

•  appropriate sub-type(s) have been added to the target template. See the details section on New unified Activity model in the Release notes for details on how to configure sub-types for Activities.
• appropriate roles are available on the target template (i.e. the roles classification scheme for the target template includes all appropriate roles).
• Activities selected to be moved have data in all fields mandatory on the target template. In most cases, the bulk-change of a template will fail for an individual item of content if the item moved into a template which has mandatory fields that the item does not have populated. Information on items that failed to migrate will be available in the log-file generated following the completion of the bulk-edit action.
• if categories are used, appropriate categories are available on the target sub-type (i.e. the sub-type has been configured to include all appropriate categories).

Be aware that if specific fields are not used in the target template, that content will be migrated to History & Comments. The only exception where there is no Title in the target template - here Title will migrate to the first line of the Description.

The bulk-edit tool is located in the Editable list of Activities, and is denoted by a 'double tick-mark' icon:

To generate the list of Activities you wish to bulk-edit, you can use the filters available, as well as simple searching to get the desired list of Activities. When the desired list is generated, it is then possible to select all for bulk-edit, or select / de-select individual activities from that list. For example, it is possible to select all Activities of a particular Type, for instance 'Types of academic engangement - Invited talk', by using the Type filter, then using the bulk-edit selection function to select a sub-set of that list for bulk-editing.

Once all Activities to be bulk-edited have been selected, click the 'Bulk edit' button:

After clicking the 'Bulk edit' button, a Bulk edit window will open, where you need to select the appropriate target template and sub-type.

The next step is to define how to map the existing roles to the available roles in the target template. As roles are defined per Activity template, when bulk-moving Activities from one template to another, you need to specify how to map the roles from each original template to the roles available in the target template. Once selected, all roles will be migrated accordingly.

If Categories have been configured for the target sub-type, the same process applies - you will need to define the category(ies) to assign.

Once the bulk-edit has completed, if there is no content remaining in the original Activity sub-type, it is possible to delete that sub-type, ensuring that it is no longer used by your Pure users. Details on configuring sub-types is found in the details section on New unified Activity model in the Release notes.

It is also possible to move Activities into the Prizes and Press / Media content types; this functions in much the same way as bulk moving Activities from one template to another, as described above.

Notes:

•  Migrating activities to Prizes or Press / Media can ONLY be done from the 'Other' activity template (which will mean, where required, Activities will need to be moved into the 'Other' template before being moved into Prizes or Press / Media).
• The option to bulk migrate 'Other' activities to the Press / Media content type is only available if the Press / Media model is enabled
• As the Prize data model includes only an awarded date and not a date range, any end dates from the original record will be migrated to History & comments when migrating 'Other' activities to Prizes in bulk