Change Transaction Status

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  5.1 & Higher This feature is related to 5.1 and higher.

Manager allows you to change a status of a form transaction manually, for example, change its status from an abandoned to a saved status.

Note

Only a Manager administrator can change an abandoned transaction status to Saved.

Manager provides you with the following methods to change a transaction status:

Method 1

To change a transaction status :

  1. Select Operations > Form Transactions, or select Operations > Saved Transactions, or select Forms > Form.
  2. Locate a form and click ID in the Latest Transactions section.
  3. Find a transaction you want to update and click View.
  4. Select the Transaction Status tab.
  5. View a transaction status to change it

  6. Select a desired form status from the Form Status dropdown list, which can be Saved or Abandoned,.
  7. Click Save to update the changes.
  8. Check the updated transaction status in either abandoned transactions or saved transactions.

Method 2

To change a transaction status:

  1. Select Operations > Abandoned Transactions.
  2. Locate a transaction and click Make Abandoned Transaction Saved.
  3. Click OK to confirm. The transaction is moved from the abandoned transactions to the saved transactions.

Next, learn how to configure form abandonment.