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This article applies to:

  • Product: ONESOURCE DataFlow

Add an action to a status template

Automated actions can be integrated into each status template. This lets an ONESOURCE DataFlow request automatically capture activities and progress through steps with minimal intervention, streamlining the process.
  1. Identify statuses:
    1. When Status is Set To
      : Select the statuses defined in Status Management for this template.
    2. Perform Action
      : Select the actions you want to associate with the template.
    3. After Completed, Status Change To
      : Specify the status to which the request should revert after the action is completed.
    4. Error Notification Group
      : Assign users and groups who should be notified if an error occurs during the action.
  2. Set actions to occur in
    Perform Action
     when a request reaches a certain status.
    1. Update Status
    2. Recalculate Request
    3. Send Reminder Email Request
    4. First Checkout
    5. Roll Forward
      : This is the default action. When a user initiates a
      Roll Forward
       on a request, its status automatically changes to
      Roll Forward in Progress
      . This prevents further actions until the process completes. Once finished, the status reverts to what it was before the
      Roll Forward
       began.
  3. Select the status in
    After Completed, Status Change To
    . This sets the status the request should revert to after an action completes.