Configuring pickup statuses

Configure pickup statuses to identify the statuses that start transaction processing for a document.

About this task

Pickup statuses define the statuses that qualify a transaction for event processing. A pickup status pulls a document from a preceding drop status and brings it into the transaction for processing. Add or remove pickup statuses to control when the associated event handler runs.

Before you configure pickup statuses, create a transaction or open an existing transaction. For more information, see Creating transactions and Modifying transactions.

Note: You cannot add pickup statuses or drop statuses to a system transaction. However, you can add an extended status if its base status is already included in the transaction's pickup statuses or drop statuses.
Note: If the transaction is derived from an abstract transaction, the pickup status filter that is defined in the base transaction determines the available pickup statuses.

Procedure

  1. Open a transaction.
  2. Select the Event conditions tab.
  3. Select the Pickup statuses tab.
  4. Complete one of the following actions.
    • To add pickup statuses, click Add statuses, from the Add pickup statuses modal, select the statuses that allow event processing, and then click Proceed.
    • To remove a pickup status, select the status and click the Delete icon (Delete icon that looks like a trash can).
    • To remove multiple pickup statuses, select the statuses and click Delete.
  5. Click Save.

Results

The pickup statuses are updated for the selected event handler. The transaction processes the event only when the transaction is in one of the configured pickup statuses.

What to do next

  • Configure drop statuses to define which transaction statuses prevent event processing.
  • Configure user exits to run custom processing during transaction event handling.
  • Configure transaction completion criteria to determine when the transaction is complete.
  • Associate the transaction with the required process steps.