Process Manager

Overview

Use the Process Manager Columns page to specify the main document and/or line item attribute data that is displayed in the columns available in the Transaction Manager page.

The following must be in place for columns to be available for display in the Transaction Manager: 

Administration

ClosedAdding a Process Manager Column

  1. ClosedNavigate to the Process Manager Columns 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, select Process Manager in the Navigation drop-down, and click List.

      The Process Manager Columns page opens.

  2. Click Add.

    The Edit Column page opens.

  3. Enter a column name in the Label field.

    Use a descriptive name: this label appears at the top of the column on the Transaction Manager page.

  4. Click Add.

    The Process Manager Columns page reappears, with the new column listed.

  5. Click the Column Mapping link next to the attribute you would like to map to a data column.

    The Mapped Column Attributes page opens.

  6. Choose the data column(s) from the Available Attributes drop-down and click the greater than symbol ( > ) to move them to the Column Contents field.
  7. Click the Up and Down arrows to move the data columns up or down.
  8. Click Apply to save changes and refresh the page.
  9. Click the Properties tab.
  10. Select Link to detail page in the Properties column to create a link to the Transaction from the data in the column.

  11. Click Update to save the changes and return to the Process Manager Columns page.

ClosedReordering Data Columns

  1. ClosedNavigate to the Process Manager Columns 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, select Process Manager in the Navigation drop-down, and click List.

      The Process Manager Columns page opens.

  2. Specify the order number in the Order column.
  3. Click Apply.

ClosedTranslations

  1. ClosedNavigate to the Process Manager Columns 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, select Process Manager in the Navigation drop-down, and click List.

      The Process Manager Columns page opens.

  2. If your site has more than one language enabled, click Translations.
  3. Enter the translation for the Label for each supported language.
  4. Click Save and Close to return to the Process Manager Columns page.

Notes

New columns are not visible until the process is deployed (or redeployed). Before deploying a new Commerce Process, manage all components of the process.
Column mappings, renamed columns or other changes are not visible until the process is deployed (or redeployed).

After creating columns, you can order how they appear on the Transaction Manager page.
To map or reorder columns in a deployed Commerce Process, contact an implementation engineer. This functionality is hidden from administration after the Commerce Process is deployed.

Use caution when deleting a column because it is not possible to recover the deleted data. Upon deletion, all associated column mapping are also deleted. To delete columns from a Transaction Manager in a deployed Commerce Process, contact an Implementation Engineer. This functionality is hidden from administration after the Commerce Process is deployed.

If no Data Column Mapping are available, then no Process Manager Columns can be mapped. In that case, the Transaction Manager will show just the ID# of the quote created.

Related Topics

Related Topics Link IconSee Also