Commerce Process Actions

1. Navigate to the to the Admin Home Page.
2. Click Process Definition in the Commerce and Documents section.
3. Select Process Actions from Navigation drop-down for the applicable process, and then click List.
4. Click Translations to edit translations for action labels and descriptions.
   After modifying translations, click Save or Save and Close to retain your changes.
   
5. Click on the applicable process action.

6. Refer to the following table to identify available tabs and editable options for each action.

   Action Name	Available Tabs and Options
   Copy	Tabs General: Label - the text that is displayed for this action Description (optional) the description for the action Action Timeout (optional) when a timeout threshold is specified for an action it takes precedence over the general Commerce setting. This allows the administrator to isolate performance issues on a single Commerce action. Visibility use this option to always Show or Hide this action for all users. Initialization: Use this tab to specify 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. Override Standard Initialize Use this option to override default settings for process actions in a Standard Process. Define Function:  Use this option to define an advanced function for setting an attribute's value. Use Specified Value: Use this option to hard-code an attribute's value using the available text field. Revert to Default:   Use this option to use 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: Use this option to 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: Use this tab to specify if an action is active or inactive on a transaction for selected Steps and Participant Profiles. Performance: Use this tab to view the performance analysis for this action to troubleshoot performance issues or benchmark BML performance before and after implementing a script change. Sequence List Proceed to Manage Copy Action Sequence Lists to add and manage sequence lists.
   Email	Tabs General: Label - the text that is displayed for this action Description (optional) the description for the action Visibility use this option to always Show or Hide this action for all users. XSL Views: Use this tab to associate XSL view(s) with the Email action. 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: Use this tab to specify if an action is active or inactive on a transaction for selected Steps and Participant Profiles.
   Export File Attachments	Tabs General: Label - the text that is displayed for this action Description (optional) the description for the action Process Views: Use this tab to specify if an action is active or inactive on a transaction for selected Steps and Participant Profiles.
   Forward	Tabs General: Label - the text that is displayed for this action Description (optional) the description for the action Action Timeout (optional) when a timeout threshold is specified for an action it takes precedence over the general Commerce setting. This allows the administrator to isolate performance issues on a single Commerce action. Execute Action If Associated Integrations Timeout when this option is enabled this action will be executed even if the associated integration is timed out. Visibility use this option to always Show or Hide this action for all users. Modify: Use this tab to initialize attribute value settings for every document in a process, at the time the transaction is forwarded to users or groups. Override Standard Initialize Use this option to override default settings for process actions in a Standard Process. Define Function Use this option to define an advanced function for setting the attribute's value. Use Formula  Use this option to modify an attribute 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 Use this option to retain current attribute value, whether its a user input or system defined. Revert to Default   Use this option to revert to 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: Use this tab to determines the order in which data is exchanged between CPQ and a partner application. This tab is only displayed only if your site is integrated to a partner application. Process Views: Use this tab to specify if an action is active or inactive on a transaction for selected Steps and Participant Profiles.
   Import File Attachments	Tabs General: Label - the text that is displayed for this action Description (optional) the description for the action Process Views: Use this tab to specify if an action is active or inactive on a transaction for selected Steps and Participant Profiles.
   Move	Tabs General Label - the text that is displayed for this action Description (optional) the description for the action Visibility use this option to always Show or Hide this action for all users.
   New Transaction	Tabs General Label - the text that is displayed for this action Description (optional) the description for the action Action Timeout (optional) when a timeout threshold is specified for an action it takes precedence over the general Commerce setting. This allows the administrator to isolate performance issues on a single Commerce action. Visibility use this option to always Show or Hide this action for all users. Access Rights Refer to Set Access Rights for Process Actions to specify access rights based on company type and user type.
   Open Transaction	Tabs General: Label - the text that is displayed for this action Description (optional) the description for the action Action Timeout (optional) when a timeout threshold is specified for an action it takes precedence over the general Commerce setting. This allows the administrator to isolate performance issues on a single Commerce action. Execute Action If Associated Integrations Timeout when this option is enabled this action will be executed even if the associated integration is timed out. Modify Options specify if changes to a document are saved when this action is performed. Modify: Use this tab to initialize attribute value settings for every document in a process, at the time the transaction is forwarded to users or groups. Override Standard Modify Use this option to override default settings for process actions in a Standard Process. Use Formula Use this option to modify an attribute based on a formula created using Formula Management. Don't Use Formula: Use this option to retain current attribute value. Integration: Use this tab to determines the order in which data is exchanged between CPQ and a partner application. This tab is only displayed only if your site is integrated to a partner application. Process Views: Use this tab to specify if an action is active or inactive on a transaction for selected Steps and Participant Profiles. Performance: Use this tab to view the performance analysis for this action to troubleshoot performance issues or benchmark BML performance before and after implementing a script change.
   Print	Tabs General: Use this tab to modify the label or description. Use the visibility option to always show or hide this action for all users. XSL Views: Use this tab to view XSL view(s) with the Print action. Process Views: Use this tab to specify if an action is active or inactive on a transaction for selected Steps and Participant Profiles.
   Unlock	Tabs General: Label - the text that is displayed for this action Description (optional) the description for the action Access Rights Refer to Set Access Rights for Process Actions to specify access rights based on company type and user type.

7. Click Apply or Update to save your changes.

Complete the following steps to specify which company and user types can access this action.

1. Navigate to the to the Admin Home Page.
2. Click Process Definition in the Commerce and Documents section.
3. Select Process Actions from Navigation drop-down for the applicable process, and then click List.
4. Click the Access Rights link in the Navigation column.
5. In the Company Type drop-down, select which companies will be able to perform the Copy action.
6. In the User Types drop-down, select which users will be able to perform the Copy action.
7. Click the greater than symbol (>) to move the Company Type: User Types set to the Access Rights list box.
8. To remove a Company Type: User Types set from the Access Rights list box, select the set and click the less than symbol ( < ).
9. Click Apply to save your changes. Click Update to return to the Process Action List page. Click Back to return to the Process Action List page without saving changes.

The Copy action lets you define how much of a Transaction is 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 action. Users only see the Copy options they have access rights to.

When more than one sequence exists for a user type, a dialog box lets the user choose a copy option.

When no sequence exists, the system performs the default copy behavior: to copy the first step of the first document in a Transaction.

1. Navigate to the to the Admin Home Page.
2. Click Process Definition in the Commerce and Documents section.
3. Select Process Actions from Navigation drop-down for the applicable process, and then click List.

4. Click the Sequence List link in the Navigation column, next to the Copy action.

5. Click Add.

6. Enter information in the Name and Description fields.

7. In the Action Sequence section, choose the actions you want Oracle CPQ to perform for the Copy action.

   

1. Choose an action name from the Document Actions list box.
2. Click the greater than symbol ( > ) to move 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 symbol ( < ).

8. 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.