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Business Actions

The STEP system provides a range of business actions. Business actions define the operations that can happen during a variety of system processes and events. For example, at approval of an object, within a workflow (on entry to a state, exit from a state, on the transition between tasks, or when a deadline is met), as part of an import process, or from a bulk update process.

Important: Business actions can be used to modify data and/or take action, while business conditions should be used to validate data only (not to modify data). For more information, see Business Conditions here.

It is possible for business actions to return error messages, and when this occurs, processing is stopped and any updates are rolled back. There are use cases where this will streamline the writing and execution of business rules by mixing validations and data updates, especially if the conditions include data, as it appears after the updates have been made. However, it is strongly recommended that, whenever possible, conditions (which are read-only) and actions (which contain updates) be separate, and that any validation-related error messaging is performed only in the business condition. This will ensure the best performance. Additionally, there are situations where conditions can be evaluated dynamically to provide on-the-fly feedback to users prior to performing an expected action (e.g., enabling / disabling action buttons based on condition results). Keep in mind that when an action encounters an error message, any included updates will not be run until the action is actually performed.

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Action

Description

Attribute values

Merge Attribute Values

Merges the value of one attribute into another attribute. For more information, see Business Action: Merge Attribute Values here.

Data quality

Generate Match Codes

Generates match code values as a part of a business action.

For more information, see Business Action: Generate Match Codes here.

Standardize address

Overwrites the existing standardized address. For more information, see Business Action: Standardize Address here.

Match Duplicates (apply matching algorithm)

Matches a single object or a smaller set of objects for duplicates using a matching algorithm.

This action is deprecated. We recommend that you do not use this action. Instead use the "Send Republish Event" to Event Processor configured to apply matching using your matching algorithm.

GDSN - For more information about GDSN Provider, see Using Business Rules with GDSN here.

Create CIC object and start workflow

Creates a CIC entity and starts it in a workflow.

Execute command

Sends out a message to a data pool.

Set CIC status for publication

Sets the CIC status for a publication to a recipient.

Update package hierarchy status

Sets the registration status of a package hierarchy link.

GDSN Receiver

CICR exception handler

For more information, see About GDSN Receiver here.

Invoke CIC message

Send RFCIN message

Set status or remove subscription

Set subscription status

References and Links

Add Attribute Link

Adds a link to an attribute without additional configuration.

Add Reference

Adds a reference of a specified type to a target. Choose the target manually, or use the Function editor.

For more information, see Business Action: Add Reference here.

Add Referenced By

Adds a reference of a specified type from the specified source to the object that is executed as target.

You can select the source object manually or use the Function editor.

Automatic Classification

Classifies the selected objects automatically according to a set of rules.

For more information, see Business Action: Automatic Classification here.

Remove Attribute Link

Makes it possible to remove a link to an attribute without additional configuration.

Remove Reference

Removes references to a specific target or all references of a specific type. For more information, see Business Action: Remove Reference here.

Set Product to Classification Link Type

Assigns a new object type and classification link type to the selected product. For more information, see Business Action: Set Product to Classification Link Type here.

Workflow

Claim

Claims the task of the current object in the specified workflow and state. For more information, see Business Action: Claim here.

Initiate Item in STEP Workflow

Initiates the object the action runs on in a specified workflow. For more information, see Business Action: Initiate Item In STEP Workflow here.

Trigger STEP Workflow Event

Triggers a specified workflow event.

For more information, see Business Action: Trigger STEP Workflow Event here.

Execute JavaScript

 

Enables you to use the methods available in the STEP Public Java API.

For more information, see Execute JavaScript here.

Overlap Analysis

Compares records in a pre-defined format with all record of the same object type by specifying a matching algorithm.

For more information, see Business Action: Overlap Analysis here.

Reference Other Business Action

Allows the node to reference other business actions without additional configuration.

Send Email

Sends email to specified recipients. For more information, see Business Action: Send Email here.

Send Republish Event

Sends a republish event to an event queue

You will have to specify which processor to send the republish event to. This can be an event processor, an outbound integration endpoint with an event queue, or a specific event queue.

Set Attribute Value

Sets a specified attribute values. For more information, see Business Action: Set Attribute Value here.

Set Name

Sets the name of the object that the action runs on. Specify the name manually or use the Function editor.

Set Object Type

Changes the object type the action runs on. Select a specific object type or use the Function editor.

Set Workflow Variable

Enables assignment of workflow variables.

For more information, see Business Action: Set Workflow Variable here.

To add a business action, see Specifying a Business Action here.

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