Process Actions

Overview

Process actions trigger events within a Transaction Manager. Oracle CPQ 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:

For all actions, you can define action labels and create certain rules depending on the action.
For Print and Email actions, you can design custom forms using XSL Stylesheets.
For the Copy action, you can define initialization options for copied transactions and generate one or more copy options using sequences.

Standard Process Actions

Process Action Name	Variable Name	Description
Copy	_action_process_resubmit	The Copy action enables users to duplicate Commerce Transactions. Multiple copy options can be offered to users, allowing them to copy up until a certain point in a Transaction. Initialization Specifies how to populate attribute values in documents copied from other Transactions. The Initialization tab contains tabs for each document that can be copied in the Process. On each tab, you can set how you want the system to populate document attributes during a Copy process. Use Specified Value: Used to hard-code an attribute's value using the available text field. Use Function: Used to define an advanced function for setting an attribute's value. Revert to Default: When this option is enabled, Oracle CPQ uses the default value set for the attribute itself. This option is useful for picking up the current date and time, one of the many uses you can choose this option for. Copy from Original Doc: This option means Oracle CPQ will set the attribute's value using the value set in the original document. When this option is used, mapping settings associated with the Create Commerce action are not used. Process Views The Copy action can also be displayed based on the Process View tab settings or its visibility settings. The Process View tab settings control the visibility of the Copy action based on every step of the transaction. The visibility setting of this action allows it to be always hidden or always displayed.
Email	_action_process_email_print	The Email action enables users to access email-friendly document formatting. XSL Views: The Email action can be associated with one or more XSL views. If multiple XSL views are made available with the action, users can choose the email form they want to use. To link XSL Stylesheets with these actions, the XSL files must be developed offline and then uploaded into the XSL administration area. Process Views The Email action can also be displayed based on the Process View tab settings or its visibility settings. The Process View tab settings control the visibility of the Email action based on every step of the transaction. The visibility setting of this action allows it to be always hidden or always displayed.
Export File Attachments	_action_export_file_attachments	The Export File Attachments action exports file attachments via Web Services.
Print	_action_import_file_attachments	The Print action enables users to access email-friendly document formatting. XSL Views: This action can be associated with one or more XSL views. If multiple XSL views are made available with the action, users can choose the email form they want to use. Process Views: The Print action can also be displayed based on the process view tab settings or its visibility settings. The Process View Tab Settings will control the visibility of the action based on every step of the transaction. The visibility setting of this action allows it to be always hidden or always displayed.
Forward	_action_process_forward	The Forward action enables users to forward Commerce documents to users or groups (configured in the Users Administration and Groups Administration areas). Modify: The Forward action provides a Modify tab, which can be used to initialize attribute value settings for every document in a process, at the time the transaction is forwarded to users or groups. Define Function Use this option to define an advanced function for setting the attribute's value. Use Formula Use this option to modify the action based on a formula created using Formula Management. Use Specified Value Use this option to hard-code an attribute's value using the available text field. Leave Value Unchanged Revert to Default When the Revert to Default option is enabled, Oracle CPQ uses the default value set for the attribute itself. This option is useful for picking up the current date and time, one of the many uses you can choose this option for. Save from Form: Saves values that were entered by the user. Integration Process Views: The Forward action can also be displayed based on the Process View tab settings or its visibility settings. The Process View tab settings allow you to control the visibility of the Forward action on every step of the Transaction. The visibility setting of this action allow it to be always hidden or always displayed.
Move	_action_process_move	The Move action enables users to move Commerce documents into different folders. A Move action appears as a button next to a drop-down containing folder names.
Import File Attachments	_action_import_file_attachments	The Import File Attachments action imports file attachments via Web Services.
New Transaction	_action_new_transaction	The New Transaction action enables users to create a new Commerce Transaction without first having to add a line item. This action appears as a button at the bottom of the Commerce Manager.
Open Quote	_open_quote_process	The Open Quote action enables users to open documents listed on the Commerce Manager page. The Oracle CPQ system dynamically generates an Open action for every document added to a Commerce Process. You can choose the document attribute you want users to click to trigger this action. Modify Used to initialize attribute value settings for every document in a Process, at the time a Process is opened. Define Function Use this option to define an advanced function for setting the attribute's value. Use Formula Use this option to modify the action based on a formula created using Formula Management. Use Specified Value This option enables you to hard-code an attribute's value using the Available Text field. Leave Value Unchanged Revert to Default When the Revert to Default option is enabled, Oracle CPQ uses the default value set for the attribute itself. This option is useful for picking up the current date and time, one of the many uses you can choose this option for. Save from Form Saves values that were entered by the user. Integration Process Views This action can also be displayed based on the Process View tab settings. The Process View tab settings allow you to control the user permissions to view the document on every step of the Transaction.

Administration

Setting Access Rights for the New Transaction action

Managing Sequence Lists for the Copy Action

Navigate to the Process Action List page.
1. Click Admin to go to the Admin Home Page.
2. Click Process Definition in the Commerce and Documents section.
  
  The Processes page opens.
3. For the Process you are interested in, confirm that Process Actions is selected in the Navigation drop-down, and click List.
  
  The Process Action List page opens.
Click the Sequence List link in the Navigation column, next to the Copy action.

The Copy Sequence List page opens.
Click Add.

The Admin Copy Sequence page opens.
Enter information in the Name and Description fields.
In the Action Sequence section, choose the actions you want Oracle CPQ to perform for the Copy action.

Choose an action name from the Document Actions list box.
Click the greater than symbol ( > ) to move the selected action to the Selected Actions list box.
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.
Remove actions from the Selected Actions list box by choosing the action name and clicking the less than symbol ( < ).

In the Access Rights section, select who you want to be able to perform the Copy action in the Company Types and User Types drop-downs.
Click the greater than symbol ( > ) to move the chosen Company Types: User Types set to the Selected Types list box.

Remove a Company Types: User Types set by selecting it and clicking the less than symbol ( < ).
Click Add to save your changes and return to the Copy Sequence List page. Click Back to return to the Copy Sequence List page without saving any changes.

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.

Notes

When configuring the system to copy two documents in a Transaction, the Create Document Commerce action must be included in the action sequence so Oracle CPQ can generate the second document.

Edits are not visible until the Process is deployed. Before deploying a new Commerce Process, administrate all of its components.

The sequence name and description should enable users to distinguish one type of Copy action from another. If there are multiple copy options available to a user, the sequence name and description distinguish one copy option from another in a dialog box whenever they click the Copy Process action.

Only FullAccess users can manage process actions.

Process Actions

Overview

Administration

Notes

Related Topics