Question about transaction Successful note and custom Progress visibility

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1

Hi
I know it’s not possible to add a “note” to the status Successful of a transaction, but is there an alternative?
For example, when transaction is booked - status changes to successful. I want to save the booking reference which only generates after booking it, and add it to the transaction so that all successful transactions would also show the reference that was generated on success.

Additionally, when looking at the transaction in queue, if it is already successful, how can I see the status set previously using the set progress activity? Like if I previously set progress “Booking type A”, how can I see that this transaction had this progress after it is successful? Is it not possible to have the custom progress shown in the queue itself? It feels like there is a lack of filters in queue, but maybe I am missing something?

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You can use the “Output” property.

Are you using Cloud Orchestrator? If so, in newest version unfortunately the Progress is not visible anymore in the UI. If you are using OnPrem, you should be able to see the Progress when you click on “View Details” of a transaction in the queue.

3

Hi

Let’s go one by one

Is there an alternative to adding a “note” to the status Successful of a transaction?

Yes, there are alternatives to adding a note directly to the status “Successful” of a transaction in UiPath Orchestrator. One common approach is to include additional information, such as the booking reference, in the “Specific Data” field when adding a transaction to a queue. This allows you to associate relevant data with the transaction.

How can I see the status set previously using the Set Progress activity for a successful transaction?

Orchestrator doesn’t natively display custom progress or notes directly in the queue view. However, you can use the following approach to track and view custom progress:

  • Create a custom field (e.g., “Progress Type”) in your queue to capture the progress type (e.g., “Booking type A”).
  • During your automation process, use the Set Transaction Progress activity to set the value of the “Progress Type” field for each transaction.
  • To view the custom progress type for a specific transaction, you can:
    • Check the custom field “Progress Type” in the queue item details.
    • Use job logs to filter and search for transactions based on their custom progress field.

While this method may require additional steps, it allows you to track and filter transactions based on custom criteria, such as the progress type, even if it’s not directly displayed in the queue view.

Hope this helps

Cheers @AssociateDev

4

Hi, regarding the “Successful” - but you say the information would be added when the transaction itself is posted to the queue, however, in my process flow the reference is generated after the transaction has already been added to queue. Bot takes the transaction, uses its content, books a payment - transaction is successful and order number generates. I want to store that order number on the same transaction item.

Thank you for the second piece of advice, I will play around with it :slight_smile:

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