Transactions
Trade Transaction Line Work Queue
This page is accessed via Transactions > Trade Transaction Line Work Queue.
Note: The use of advanced layouts has been deprecated. The Trade Transaction Line Work Queue created in the advanced layout has been deprecated and removed from the menus. You can create a workbench layout to replace the Trade Transaction Line Work Queue. See Workbench Designer.
Use the Transaction Line - Work Queue page to both view and process large numbers of transaction line records. The format of this page is that of an advanced layout. See the Viewing Advanced Layouts topic for details on interacting with an advanced layout.
This work queue enables a user to have exclusive access to specific records.
Icons and Functions
You see a row of icons across the top of the display. You can use these icons to trigger a variety of actions.
Icon |
Function |
Explanation |
---|---|---|
|
Actions |
Select a record in the table and then click this icon to launch the Actions menu |
|
Refresh Selected |
Refreshes the selected records in the table. |
|
Remove Selected |
Removes the selected records from the table. It does not remove them from the database; it only affects if they are displayed on this page. |
|
Export |
If no rows are selected in the table, then the entire table is exported to an Excel sheet. If rows are selected, you can choose to export just those rows, or all rows. |
|
Add Authorization |
Allows you to add an authorization to a selected transaction line. |
|
Assign License |
Allows you to assign a license to a selected transaction line. |
Populating the Transaction Line Work Queue
When the Transaction Line with Work Queue window opens, the top pane and bottom panes are empty. You must choose a work queue to bring records to the display.
- Click the drop down list located in the top center of the window to select an existing work queue and then click
to run the query.
When you populate the work queue, no other user can access the records displayed on the page until you resolve and/or release them.
Configuration
The default limits mentioned in the previous section can be changed to meet your requirements. For example, you may wish to have more than 50 transaction lines appear.
Note: These default limits apply whether you are using a work queue or a saved query.
To change the settings for Transaction Line Work with Queue, you must use the Advanced Layout Manager.
Related Topics
Restricted Party Screening Workbench