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Filtering and Bulk Actions

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Overview

Customers come across different challenges in handling all their integrations, resources, and roles within their organization. Therefore, Filtering and Bulk Actions in Entitle allow Entitle Admins to easily view and make changes for multiple existing integrations, resources, and roles.

Note that Filtering and Bulk Actions apply only to existing integrations, resources, and roles in Entitle and not to future ones. In case you wish to perform actions on both existing and/or new ones, please refer to the Rules guide.

This page will provide you with step-by-step instructions on how to use Filtering and Bulk Actions in Entitle.

What are Bulk Actions?

Bulk Actions allow you to perform the following actions:

  • Set workflows for integrations, resources, and roles.
  • Set owners and maintainers for multiple integrations, resources, and roles.
  • Make multiple integrations, resources, and roles requestable.

Bulk Actions can be applied to:

  • Integrations, resources, or roles that are selected from applications that were integrated with your Entitle tenant. Specifically, they can apply to:
    • Numerous integrations
    • Numerous integration resources
    • Numerous resource roles
  • Note: Bulk Actions can be applied to either integrations, resources, or roles. If you would like to apply changes to two or more types, it will require setting up two different Bulk Actions.
  • The Bulk Actions will affect only Existing Resources meaning all the existing integrations, resources, or roles that are satisfied by the Bulk Action will change as of today with no regard to their priority.

Bulk Actions operate through the following conditions:

Note: A couple of conditions can exist within a single Bulk Action.

  • Possible conditions for integrations:
    • Integration
    • Integration approval workflow
    • Integration maintainer
    • Integration name
    • Integration owner
    • Integration requestable
  • Possible conditions for resources:
    • Integration
    • Integration name
    • Resource
    • Resource approval workflow
    • Resource maintainer
    • Resource name
    • Resource owner
    • Resource requestable
    • Resource tag
    • Resource type
  • Possible conditions for roles:
    • Integration
    • Integration name
    • Resource
    • Resource name
    • Resource tag
    • Role
    • Role approval workflow
    • Role name
    • Role requestable

The different options to set up new Bulk Actions:

There are three methods through which you can set up new Bulk Actions, depending on the type of changes you wish to perform:

  • Option 1: Recommended if you wish to perform changes either on multiple integrations or a single integration.
  • Option 2: Recommended if you wish to perform changes on resources of a specific integration.
  • Option 3: Recommended if you wish to perform changes on roles of a specific resource.

Overview of the Bulk Actions screen

  1. Once you log into Entitle, navigate to the Integrations tab on the left-side menu.

  2. At the top-right corner, click the Bulk Actions button.

  3. On this screen, you can set up new Bulk Actions and perform additional actions:

    Here is an explanation of the different components found on this screen:

    1. Table (Number 1):

      • By clicking on any one of the available views (Integration, Resource, Role), the table will present the existing integrations, resources, or roles and its suitable columns:
        • Integration view: Integration, Workflow, Owner, Maintainer, and whether it is requestable.
        • Resource view: Integration, Resource type, Resource, Workflow, Owner, Maintainer, and whether it is requestable.
        • Role view: Integration, Resource type, Resource, Role, Workflow, Resource owner, and whether it is requestable.
      • When using the Filters button to set up new Bulk Actions or rather to use it for filtering uses, the table will adjust accordingly to the filters that are applied.

    2. Sort button (Number 2): Allows you to sort the table according to your chosen view. You can choose from each option to present the table top-to-bottom or bottom-to-top by using the arrow button on each sortation option.

      The available sortation options are:

      • Integration view:
        • Integration
        • Owner
        • Requestable (or not)
        • Workflow
      • Resource view:
        • Integration
        • Owner
        • Resource
        • Resource type
        • Requestable (or not)
        • Workflow
      • Role view:
        • Integration
        • Owner
        • Resource
        • Resource type
        • Requestable (or not)
        • Role
        • Workflow

    3. Filters (Number 3): Allows you to set filters and conditions for your Bulk Actions specifically, as well as simply filter your integrations, resources, and roles when needed.

      For example, the table view below shows all the existing resources within the 1Password integration, of which their Resource type is Groups.

    4. Checkboxes (Number 4): Allows you to check or uncheck all/specific rows as part of the setup of new Bulk Actions.

    5. Change selected (Number 5): Presents the chosen change in an attribute’s value for the relevant type (integrations, resources, or roles).

Set up new Bulk Actions

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Important Note

It is currently not possible to view, edit or undo Bulk Actions once they are created.

Therefore, make sure to use the Filters button carefully and apply your chosen changes only after you make sure that these are your desirable changes.

Therefore, it is important to first choose whether you wish to perform changes on integrations, resources, or roles.

Option 1: Set up Bulk Actions for performing changes in integrations

  1. Navigate to the Bulk Actions screen explained earlier in this guide.
  2. In the table, choose whether you wish to perform changes on integrations, resources, or roles.
  3. Click the Filters button on the top-right side of the table.
  1. The screen that appears on the right allows you to apply filters according to the asset type of your choice. In each table view, additional filters will appear according to the lists of possible conditions presented previously.
  1. For each filter you click on, you will need to define the Filter Expressions. Click the Enter key once you finished typing or searching your choice. For example:
  1. Note: You can choose as many filters as you wish from the available list. To do that, you can either click on any available filters from the list or click the “+” button at the bottom part of the side screen.
  1. Once you’re done applying and defining your filters, refer back to the table view which will now be narrowed down according to your chosen filters. In the table view, you can select or deselect specific integrations, resources, or roles on which you wish to apply Bulk Actions.

  1. Within the Change selected section at the top part of the screen, select the Attribute you wish to change and the Value to which you want to change it. Finally, click the Apply Change(s) button to finalize the specific Bulk Action’s setup.

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Important notes

  1. The total number of integrations, resources, or roles on which you have applied changes will be visible when you click the button.

  2. To add/remove a tag as a bulk action in the Resource tab:

    1. Select the Entitle Tag option under Attribute.

    2. Select whether to Add or Remove the tag.

    3. Select the tag value you wish to change it to or insert a new tag.

Option 2: Set up Bulk Actions for performing changes on specific resources

  1. Navigate to the Bulk Actions screen explained earlier in this guide.

  2. Choose the integration you would like to perform changes for specific resources within it.

  3. Under the Resources section of the integration page, click on the Bulk Actions button on the far-right side.

  4. In the Bulk Actions screen, you will see a list that presents solely the chosen integration’s resources. Click the Filters button on the top-right side of the assets table and persist from Step 4 in Option 1.

Option 3: Set up Bulk Actions for performing changes on specific roles

  1. Navigate to the Bulk Actions screen explained earlier in this guide.

  2. Choose the integration on which you would like to perform changes for specific resources within it.

  3. Expand the Resources section of the integration page by clicking anywhere on it. Then, click on the specific resource you wish to perform changes.

  4. Under the Roles section of this screen, click on the Bulk Actions button on the far-right side.

  5. In the Bulk Actions screen, you will see a list that presents solely the Roles. Click the Filters button on the top-right side of the table and persist to Step 4 in Option 1.

Viewing changes

It might take up to a couple of minutes for the changes to be applied. In case you’re not seeing any changes, please refresh your browser.

Updated about 1 month ago