Configuring actions and enabling custom transactions

Depending on your business processes, your pipeline may require an additional step that results in a status change of an entity. For example, you may want to add a security check to your order's lifecycle so that a customer service representative can manually authorize an order before shipping it.

Any custom status change transaction configured within the Process Modeling of the Applications Manager can be configured as an Action in the detail view of an entity. You can configure the Action to invoke the custom transaction directly, or you can invoke the custom transaction through a new custom view that permits the user to manually confirm individual transactions, as described below.

The figure shows the Status Change Action for Authorizing Returns screen.