orchestrator
2021.10
false
- Getting started
- Best practices
- Tenant
- Folders Context
- Automations
- Processes
- Jobs
- Triggers
- Logs
- Monitoring
- Queues
- Assets
- Storage Buckets
- Test Suite - Orchestrator
- Other Configurations
- Integrations
- Classic Robots
- Host administration
- About the host level
- Managing system administrators
- Managing tenants
- Configuring system email notifications
- Audit logs for the host portal
- Maintenance Mode
- Organization administration
- Troubleshooting
OUT OF SUPPORT
Orchestrator User Guide
Last updated Oct 31, 2024
Managing Transactions
In the Queues page, click More Actions > View Transactions. The Transactions page is displayed, containing only the items from the indicated queue.
To view the Transaction Details window, click More Actions > View Details for a specific transaction.
- Click the corresponding More Actions button and select Edit.
- Make the necessary changes and click Save Comment. Your modifications are saved.
To assign a reviewer to a failed or abandoned transaction item:
- Hover over it and click More Actions > Assign Reviewer. The Assign Reviewer window is displayed.
- Select a user in the Reviewer field. The user you choose must have access to the currently selected folder, as well as the Transactions - View and Transactions - Edit permissions.
- Click Assign. The reviewer is saved and the action can be seen in the History tab. The reviewer is also displayed in the Transaction window.
Alternatively, to assign a reviewer to multiple items:
- Select multiple failed or abandoned items, and click Assign Reviewer. The Assign Reviewer window is displayed.
- Select a user in the Reviewer field. Please note that if you are using folders, you can only see the users assigned to the currently selected folder.
- Click Assign. The reviewer is saved and the action can be seen in the History tab of all the selected items. The reviewer is also displayed in the Transaction window.
- Hover over a transaction item that has a reviewer assigned, and click More Actions > Assign Reviewer. The Assign Reviewer window is displayed.
- Clear the Reviewer field.
- Click Assign. The item is updated and the reviewer is no longer displayed.
Alternatively, to clear the reviewer from multiple items:
- Select multiple items that have a reviewer, and click Assign Reviewer. The Assign Reviewer window is displayed.
- Clear the user in the Reviewer field.
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Click Assign. The item is updated and the reviewer is no longer displayed.
Note: The reviewer cannot be changed after the revision status of the assigned transaction item was modified to either In Review,Mark as Verified,Retry Items or Remove.
