Knowledge: Transactions Page Customisation
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Knowledge
Title*Transactions Page Customisation
ManualAdministration
Manual Level TwoDashboard
Created30/04/2024
DetailThe page Transactions.aspx?CompanyID=x can be customised using the following parameters:
- In Admin >Roles you can set Transactions: View All (including other users), which allows admin to see all Transactions waiting.
- If the above is enabled the query string parameter CurrentUserOnly=True will turn that off so an admin can see the page as a standard user.
- The query string ApplicationID=x where x is DataRoom/Application ID, will limit the results to the DataRoom/Application only.
- DataRoom/Application feature setting Workflow: Exclude from Transactions Page will exclude items appearing in results.
- Querystring PageSize=x will limit the number of results per page, default is 12.
- Querystring MaxPages or if not set Admin > System > User Setting > Enter the max number of pages on the Transactions page will limit number of items in page selector, default is 20.
- Querystring ShowTransactionName=True will return to legacy behaviour of showing Transaction name rather than Item Name.
- Querystring ProgressOnlyText=True will show completion message after rather than refreshing results, or if used with below will just show message.
- Querystring ProgressWorkflow is used in format of TransactionID | Decision GUID or ID | True or False e.g. ProgressWorkflow=101|20|True
- You can also enable results to have the progress buttons by setting Process Designer Decision settings Allow progress from transactions summary page.
- Global Setting TransactionPageProgressText defaults to "Decision {1} has been completed for {0}, this windows can now be closed".
- You can set extra fields to appear (only when in conjunction with ApplicationID query string), check Forms Designer > Field > Behaviour Settings > Show on Transactions Summary page.
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