Project Actions

Reference for all project workflow actions available in Omnium OMS.

Project actions are the building blocks of project workflows in Omnium. They work similarly to order workflow steps but operate on projects instead of orders.

How Project Actions Work

Project actions are configured on project type statuses. When a project transitions to a status that has actions configured, each action executes in sequence. Each action:

  • Receives the current Project and the ProjectAction configuration
  • Performs its operation and returns a result (Success, Warning, or Error)
  • Can optionally cancel the remaining workflow steps on failure

Configuration

Each project action is configured as part of a project type status workflow. The name field maps to one of the action types listed below.

SettingDescription
nameThe action type identifier (e.g. ExportProject)
ConnectorThe connector to use (required for export-type actions)
PropertiesKey-value pairs that control action behavior
StopOnErrorWhether to halt the workflow if this action fails
TranslateKeyTranslation key shown in the UI on success

Available Project Actions

ActionDescription
ExportProjectExport the project to an external system via a connector
NotificationSend email/SMS notifications configured on the project type
CreditReturnIssue a credit payment for a linked return order
CreateReplacementOrderCreate a replacement order from a linked return
CreateReplacementCartCreate a replacement cart (without placing the order) from a linked return
CreateReplacementOrderFromCartPlace an order from an existing replacement cart
UpdateReturnStatusUpdate the status of the linked return order form
ChangeProjectTypeAndStepMove the project to a different project type and workflow step
RefundRentalDepositRefund the rental deposit for products on the project

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