Transaction Status

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |   Updated in v18.11 This feature was updated in v18.11.

Manager allows you to check a transaction status. When Manager creates a transaction, it's assigned a status that depends on the current progress of the transaction.

To check a transaction status:

  1. Select Operations > Form Transactions.
  2. Locate a transaction and click View.
  3. Select the Transaction Status tab.
  4. Check the date and time when a form was opened in the Form Opened Time field.
  5. Check the date and time when the form was submitted or initially saved by the user in the Form Submitted Time field.
  6. Check the date and time of the form last activity, such as viewing or rendering, in the Last User Activity Time field.
  7. Check the date and time when the form was completed in the Form Completed Time field.
  8. Check whether this is an Insights transaction in the Insights Transaction field.
  9. Check whether the transaction history was created for this transaction in the Transaction History Created checkbox.
  10. Check the transaction status in the Form Status field.
  11. Check the PDF receipt status under the PDF Receipt Generator section.
  12. A receipt status can be one of the following:

    • Ready - a receipt is waiting to be allocated to a receipt generator.
    • In Progress - a receipt is in a receipt generator's queue.
    • Completed - a receipt has been generated.
    • Error - there is an error during receipt generation. A retry may fix it.
    • Error - No Data - there is no XML data available to generate a receipt.
  13. Check the Delivery Status of the transaction under the Transaction Data Delivery section. You can manually update the delivery status of the transaction depending on the transaction type and its current status.
  14. A delivery status can be one of the following:

    • Completed - a transaction has been successfully delivered, based on the configured delivery channel.
    • Undeliverable - a delivery is not possible. Check the error logs for further details of the error.
    • Not Ready - a transaction is not ready for delivery yet. This is the start state before a transaction has been completed by the user. Generally, the receipt render service will kick the transaction from this state to the Ready state when the receipt is rendered.
    • Not Required - a delivery is not required. It may be that this form is part of a collaboration job and the delivery is to be handled separately say as a consolidation of the transaction details from all the associated forms.
    • Ready - a transaction is ready to be delivered. A transaction will be marked as Ready until the delivery channel is processed, or it may remain marked as Ready if a delivery channel is not configured.
    • In Progress - a delivery has been started but is waiting to be completed.
    • Paused - a transaction delivery is paused. This transaction's status can be changed by some other means, for example by a Groovy Scheduled Task.
    • Error - a transaction delivery has failed and is waiting to be retried.
    • Sent Email - a secure email has been sent and now a transaction is waiting for the user to log in and process it.
    • Pending

  15. Click a collaboration job number in the Collaboration Job field to view the collaboration job details. This is only applicable if this form is configured to be used with collaboration jobs.
  16. Check the collaboration job status in the Job Status field.
  17. Check the Transaction Data Purging section to see when this transaction is to be purged.
  18. Click Purge PII Data to purge only PIIPersonally Identifiable Information (PII) is information about an individual that can be used to distinguish or trace an individual‘s identity, such as name, social security number, date and place of birth, mother‘s maiden name, or biometric records; and any other information that is linked to an individual. data of this transactions. Active transactions will be abandoned, if they are not already abandoned.  |   v18.11 This feature was introduced in v18.11.
  19. Click Purge Transaction to purge this transaction immediately. Active transactions will be abandoned, if they are not already abandoned.  |   v18.11 This feature was introduced in v18.11.
  20. Note

    You can purge PII data and transactions in bulk.

  21. Click Save to update the changes.

You can use Fluent API to retrieve transaction status details, for example, a transaction's Last User Activity Time.


def txn = new TxnQuery()
    .setTrackingCode("1234567") // change for your transaction


Next, learn how to track submissions.