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Process Actions

OVERVIEW

Process actions trigger events within a Transaction Manager to occur. The CPQ Cloud system provides a standard set of customizable process actions for each Commerce Process.

Each action can be customized with different options, depending on the action's functionality: 

ClosedStandard Process Actions

ADMINISTRATION

ClosedSetting Access Rights for the New Transaction action

  1. Navigate from the Admin Home Page > Commerce and Documents > Process Definition > Process Actions.
  2. Click the Access Rights link next to the New Transaction Action.
  3. Choose a company type from the Company Type drop-down who you want to be able to perform the Copy action.
  4. Choose a user type from the User Types drop-down who you want to be able to perform the Copy action.
  5. Click the greater than (>) sign button for moving the choose Company Type:User Types set to the Access Rights list box.
  6. Remove a Company Type:User Types set from the Access Rights list box by choosing the Company Type:User Types set and clicking the lesser than (<) sign button.
  7. Click Apply to save the changes made. Click Update to display the modified data on the page for customizing process actions. Click back to return without saving changes.

ClosedManaging Sequence Lists for the Copy Action

The Copy process lets you define how much of a transaction they want copied when the action is performed. You can offer different copying options to different user types. When multiple copy options are present, users can choose how much of a transaction they want copied. This flexibility is possible through the use of an administration component called the Sequence List.

A sequence informs the system which Commerce actions to perform while copying a transaction and who should have access to the copy option. Users only see the copy options they have access rights to. When more than one sequence exists for a user type, a dialog lets the user to choose a copy option. When no sequence exists, the system performs the default copy behavior which is to copy the first step of the first document in a transaction.

  1. Navigate to the Process Action page.
  2. Click Sequence List in the Navigation column, next to the Copy action.

    The Copy Sequence List page appears.

  3. Click Add.
  4. Enter a Name and Description.
  5. In the Action Sequence section, Choose the actions you want the system to perform for the Copy action. To do so:
    1. Choose a quote or line-level action name from the Document Actions list box
    2. Click the greater than (>) sign button for moving the selected action to the Selected Actions list box.
    3. In the Selected Actions list box, order the actions in the way they would be performed in a Transaction workflow.
      • Choose the action in the Selected Actions list box and click the up and down arrows to move the actions up or down within the list.
    4. Remove actions from the Selected Actions list box by choosing the action name and clicking the less than (<) sign.

  6. In the Access Rights section, choose the Company Types and User Types who you want to be able to perform the Copy action, from their respective drop-downs.
  7. Click the greater than (>) sign button for moving the chosen Company Types:User Types set to the Selected Types list box.

    1. Remove a Company Types:User Types set by selecting in and clicking the less than (<) sign.
  8. Click Add. This adds the copy sequence and displays it on the Copy Sequence List page.

    OR

    Click Back to return to the Copy Sequence List page.

    1. The last Commerce action performed by the system for a Copy action should leave the document in a step where data can be saved. If the copy process takes the Transaction through to the end, without letting the user perform a Save (Modify) Commerce action, the document will not be saved on the system.

NOTES

RELATED TOPICS

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