Expand the work flow to display individual work flow details.
The work flow details are where everything comes together: statuses, action types, etc.
Multiple work flows (and therefore work flow details) can be specified for various levels.
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Click New Work Flow Detail to create a work flow detail.
Click Edit to edit a work flow detail.
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The sequence of this detail in the work flow. | Button Name |
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| The name on the button that is visible when the work flow detail is triggered. | Success/Failure Alert |
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| The desired success and/or failure alert(s). | Alert Only Contributors |
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| Controls whether alerts are sent exclusively to users who have interacted with the transaction or all users subscribed to the alert with access to the trading partner. This toggle |
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is hidden until a success or failure alert is selected, and it defaults to "off." |
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title | Notes and Reason Codes |
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| Controls whether a note is required when the work flow detail is executed. | Reason Code |
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| Controls whether a reason code is required when the work flow detail is executed. | Reason Code Category |
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| Controls which reason codes are available for selection. |
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The detail status. | Status Low Range |
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| The lower limit for the work flow detail. | High |
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| The upper limit for the work flow detail. |
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FIELD | DESCRIPTION |
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Code | The code (or name) for the work flow detail. | Description |
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| Detailed description. | Validate from UI |
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| Controls whether the work flow detail can be validated from the UI. | Validation |
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| The validation system action. If no validation is desired, select DoNothingValidation. | Process |
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| The process system action. If no system processing is desired, select DoNothingProcessing. | Child Transaction Type |
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| The business transaction type for the child of the work flow detail. This is useful for situations where an action on the parent business transaction causes a change to any related children. | System Key |
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| The system key. System keys are used to control UI functionality. |
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Controls how the action behaves: |
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- Action: Does not prompt the user.
- Modal: Requires more interaction.
| Required |
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| Controls whether this step is required to move to a closed status. | Auto Fire |
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| Controls whether this step automatically processes if the previous step completes successfully, | Decrement Status |
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| Controls whether the action can lower the status (move the status backward). It is possible to set up a status that should not go backward. | Allow Simple Transaction |
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