Creating Product Specialties in Bulk
To systematically populate restricted products based on the relationship of a product indication to an account specialty, Align operations users can create product specialty records in bulk.
Who can use this feature?
-
Align Operations Users — Browser
-
Creating Product Specialties in Bulk
-
Users require an Align license
Configuring Product Specialties in Bulk for
To configure this feature:
- Ensure Configuring Align is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
-
Grant the following permissions:
Object Object Permission Object Types Fields Field Permission aln_product_specialty__v
CRED
n/a
- product_specialty__v
- eligibility_reason__v
- external_id__v
- product__v
- promotion_eligibility__v
- requested_promotion_eligibility__v
- specialty__v
Edit
- Navigate to the Actions section.
- Enable the create_bulk__v action.
- Navigate to the Tabs tab.
- Grant access to the aln_product_specialty__v tab.
Creating Product Specialties in Bulk as
Align operations users can create product specialty records in bulk when there is a new product or specialty to add.
To create product specialties in bulk:
- Navigate to the Product Specialty tab.
- Select Create Bulk Product Specialties.
- Select the Create Product Specialty records for all products check box to create records for all products.
- Select a product from the Product drop-down list to specify a single product.
- Select the Create Product Specialty records for all specialties check box to create records for all specialties.
- Select a specialty from the Specialty drop-down list to specify a single specialty.
- Select a value from the Requested Promotion Eligibility drop-down list to populate the value on each new record.
- Select a value from the Eligibility Reason drop-down list to populate the value on each new record.
- Select Save.

