{"id":21368,"date":"2023-02-20T02:39:33","date_gmt":"2023-02-20T02:39:33","guid":{"rendered":"https:\/\/www.psoda.com\/help\/?page_id=21368"},"modified":"2023-02-20T23:13:06","modified_gmt":"2023-02-20T23:13:06","slug":"a8880","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a8880\/","title":{"rendered":"View transaction page"},"content":{"rendered":"
This page is shown in Figure 1 and shows all the information relating to the selected \"Transaction<\/a>transaction<\/a>.\r\n\r\n\"transaction<\/a>\r\n

Figure 1 – Transaction view page<\/strong><\/p>\r\nThe \u00a0top header area<\/a> allows you to\u00a0\"Edit<\/a> edit<\/a> or\"Delete<\/a> delete<\/a>; or to add a new \"Attachments<\/a> attachment<\/a> or\u00a0\"Comment<\/a> comment<\/a> to this transaction.\r\n\r\nSome details of the transaction are displayed in subsections just below the top header area, such as the transaction’s location within Psoda, and it’s category, title, description and owner. In another subsection, you will be presented with information about the transaction’s workflow information. From this workflow subsection you may be able to\u00a0\"Request<\/a> request<\/a> or \"Pass<\/a> authorise<\/a> a state transition. The rest of the page is made up of a number of tabs or sections (depending on your selected view):\r\n\r\n \r\n

\"Attachments<\/a>\u00a0Attachments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the attachments<\/a> that have been added to this transaction, as shown in Figure 3.\u00a0 By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link.\r\nFrom the Actions column<\/strong> of this attachments table, you can act on individual attachments by \"Edit<\/a>editing<\/a>, \"Delete<\/a>deleting<\/a>, \"Move<\/a>moving<\/a> or \"lock<\/a>locking<\/a>\/\"unlock<\/a>unlocking<\/a> the selected attachment.\r\n\r\n\"view<\/a>\r\n

Figure 3 – Transaction attachments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the attachment table or navigate to this same spot to \"Add<\/a>add more attachments to this transaction. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\nAt the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).\r\n\r\n \r\n

\"Comment<\/a>\u00a0Comments<\/h4>\r\nThis tab shows an asset listing<\/a> of all of the comments<\/a> that \"icon_user\"<\/a>users<\/a> have made on this transaction, as shown in Figure 4.\u00a0 By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few.\r\nFrom the Actions column<\/strong> of this comments table, you can act on individual comments by \"Edit<\/a>editing<\/a> or \"Delete<\/a>deleting<\/a>\u00a0 the selected comment.\r\n\r\n\"view<\/a>\r\n

Figure 4 – Transaction comments tab<\/strong><\/p>\r\nNote that you can customise your table view<\/a> by clicking the \"Edit<\/a>edit button at the bottom of the comment table or navigate to this same spot to \"Add<\/a>add more comments to this transaction. Here, you can also export this list to \"Excel<\/a>Excel or \"CSV<\/a>CSV files.\r\n\r\n \r\n

\"Transaction<\/a>\u00a0Details<\/h4>\r\nThis tab shows some additional details on the transaction, for example the pre and post mitigation probability,proximity, level of transaction as visually represented in radar charts as well as the implications and treatment plan, as shown in Figure 5.\r\n\r\n\"transaction<\/a>\r\n

Figure 5 – Transaction details tab<\/strong><\/p>\r\nSome fields may allow for inline editing although these permissions may be linked to your access rights. If you feel that you should have access to some of these permissions, contact your System Administrator.<\/div>\r\n

Related topics<\/h4>\r\n