Actions for Managing Transactions
Use the Transaction Manager: Transactions page in the Transaction Console work area to manage and troubleshoot transactions.
There are many actions you can take. For example, you can withdraw a transaction even if you're not the one who submitted it.
Actions you can take depend on the transaction status and the roles assigned to you. Some actions, such as approve and reassign, are the same as the actions you can take on the workflow tasks from the worklist or from notifications.
This table lists the actions you can take on the Transaction Manager: Transactions page and a description of each action:
Action | Description |
---|---|
Add Comment | Add notes about the transaction, for example to track how you're addressing an issue or to jot down any service request IDs. You and others can see these comments only in the Transaction Console. |
Alert Initiator on Error | Notify the submitter if the transaction ends in an error state. |
Approve | Approve the transaction if the workflow task is currently assigned to you to approve or reject. |
Download | Download a spreadsheet with information about the selected transactions. |
Reassign | Reassign the workflow task to an approver, the submitter, or someone else. |
Recover | Restart the process after the transaction stopped due to errors. After you address the issue, use this action to pick up where the process last left off . |
Reject | Reject the transaction if the workflow task is currently assigned to you to approve or reject. |
Terminate Process | Completely end the transaction so that no one can see or act on the workflow task again. |
Withdraw | Remove the workflow task from the workflow. You can ask the submitter to submit it again, for example, after an issue is resolved. |