Application management : Configuration : Self-Service : Web configuration : Configuring web definitions : Self-Service modules : Move requests : Configuring a Draft status for move requests
Configuring a Draft status for move requests
By default, move requests created in the Move request wizard are directly visible to back-office staff in Planon ProCenter . Theoretically, this could cause problems if back-office staff send these move requests for approval, while the requestor is still busy editing the move request. In existing Planon configurations, you can prevent these problems by configuring a Draft status for move requests. By introducing this status, you will make clear to the back-office that they should refrain from action until a request is in the Requested status. In Planon Accelerator, the Draft status will be pre-configured and readily available.
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The newly configured Draft status and corresponding status transitions will be available both in Self-Service forms (Move request wizard) and in Planon ProCenter (back-office).
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For this task, basic knowledge of configuration in Planon ProCenter is assumed. The below steps are just a rough outline of the configuration steps. For detailed information on configuration processes in Field Definer, Layouts , Web Configuration and Supporting data > Standard orders, please refer to the respective user documentation.
Procedure
1. Go to Field definer and set the Orders business object under construction.
2. At Business objects, select the system business object Move requests.
3. At Details > Statuses, add a new user-defined Draft status.
4. Return to Business objects and select the user-defined business object Move request.
5. At Details > Status transitions, add two status transitions: from 'empty' to Draft and from Draft to Requested.
6. At Business objects, select the user-defined business object Move request.
7. In the data section, select the new Draft status in the Default status field and click Save.
8. Set the Orders business object to Completed.
9. Go to Business processes > Standard orders.
10. In the elements list, select the standard move request that is used in the Move request wizard.
11. In the Status field, select the Draft status as the initial status of the standard move request and click Save.
12. Go to Layouts .
13. Select the Move request business object that is used in the Move request wizard and go to the Layouts level.
14. Set the appropriate layout under construction by clicking the padlock button.
15. On the Status transitions panel, click the pencil button to edit.
16. Select the status transition from Draft to Requested and drag it to the Status transitions panel.
17. Click Save and set the layout to Completed by clicking the padlock button.
The Draft status has been configured. The next steps are about displaying action buttons on the wizard's Overview tab.
18. Go to Self-Service modules > Move requests.
19. At PSS definitions, select the Move request wizard.
20. At the lower section, select the Overview block.
21. In the data section, select the Actions tab.
22. Select the Submit request button.
23. In the Reference to user status field, select a target status for the draft: for example Requested.
24. Set the Is visible field to Yes.
25. In the Label fields, add relevant labels for the Submit request status transition button.
26. Click Save.
The Draft status configuration is completed.
In addition to the Submit request button, the following action buttons can also be displayed on the Overview tab of the Move request wizard. To display these buttons, set their Is visible field to Yes.
◦ The Save as draft button saves the request as a draft version. It can be clicked by requestors as long as they are editing the move request. This button is commonly used in combination with the Submit request button.
◦ The Submit request button finalizes the request and - provided you have configured a Draft status - set the status to Requested, to inform the back-office that they can proceed.
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The Submit request button will not be visible if the status of the move request and the configured status of the button in the Move request wizard are same.
◦ The OK, close wizard button allows you to configure a workflow without a draft status. It will add a move request in the initial status of the standard order.
◦ The Cancel this request button deletes the end user's request form. None of the data entered will be retained.
◦ The Print all action button enables end users to print their move request.
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The labels of these buttons are translatable and can be modified to suit your requirements.