Two-step Transfer with mapping uses a transfer mapping object to export entities to a specified destination. This mapping generates a transcript file that includes information about the success or failure of export for each entity. This map also includes the status of each step of the workflow.
After you view the transcript file, you can select to proceed to the next phase of the workflow. You can also reject the export phase and return the entity to the disposition cutoff phase. If you select the Proceed to next phase option, the entity is deleted and a workflow transcript step is generated. The transcript file generated after deletion is also attached. If you choose to reject the transfer of entities, the entity is restored back to the cutoff phase and the workflow sends a message. This message includes the reason for the rejection of the transfer.
The Two-step Transfer workflow runs when you initiate disposition. The first step is approval. Approved entities move to the export transcript step where you indicate the successful export of records and give approval to delete the records.
For general information about how to complete this workflow, see the use the disposition workflow topic.
For more information about transfer mapping objects, see the transfer mappings topic.
Approve
To approve or reject the transfer of entities:
After specifying the export details and completing the workflow, data is transferred to the specified location. A transcript file is generated and referenced in a new Transcript work item that requires a response to complete destruction after transfer.
Export Transcript step
To complete the Two-step Transfer workflow:
If you select Successfully Exported. Destroy Now, the workflow proceeds to the Destroy phase and deletes the exported entity from the system. You can open the workflow step to access the destroy transcript.
If you select the Reject Transfer option, the entity moves back to the Cutoff phase of the workflow, and the Export phase action is canceled. You need to initiate disposition on the entity again to perform the Export and Destroy phase actions of the Two-step Transfer workflow.
If you select the Select a response option, then the workflow does not perform an action on the entity.