New How to Document to Use Transaction Summary Feature for Fluid Position Management

The Fluid user Interface allows users and administrators to quickly create or update transaction requests using an activity guide process. These guided processes contain a summary page as a last step. This transaction summary page displays the proposed changes made by the user along with the current existing data, helping users review the changes before submission.

Administrators can use the Configure Transaction Summary pages to identify other fields that your organization may also want to display on the summary page, even when no changes were made to the field.

This new KM document explains the steps to enable and use the Transaction Summary Feature for Fluid Position Management.