Transaction Manager: Transaction-level system fields
Summarize
Summary of Transaction Manager: Transaction-level system fields
The Transaction Manager provides essential fields that give insights into transactions, including quote numbers and associated account information. These fields are divided into two categories: transaction-level (header-level) fields and transaction line-level fields.
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Key Features
Transaction-level fields offer general transaction details, while line-level fields focus on specific product information. Key system-provided header-level fields include:
- txn.id: Unique ID of the transaction (auto-generated).
- txn.account.id: ID of the account for the transaction (user-modifiable).
- txn.opportunity.id: ID of the opportunity associated with the transaction (user-modifiable).
- txn.pricebook.id: Pricebook entry for selected products (user-modifiable).
- txn.pricing.currencyCode: Currency of the chosen products (user-modifiable).
- txn.created: Timestamp of transaction creation (auto-generated).
- txn.modified: Timestamp of the last modification (auto-generated).
- txn.externalId: Unique identifier for external references (user-modifiable).
- txn.stage: Current status of the transaction (auto-generated).
- txn.persona: User persona of the requester (auto-generated).
Key Outcomes
By utilizing these transaction-level fields, ServiceNow customers can efficiently manage transaction information, ensuring that all essential details are captured and accessible for processing and reporting. This structure enhances data management and supports better decision-making within the organization.
Learn about the Transaction Manager fields that provide information about a transaction, such as the quote number and account information.
The fields available in Transaction Manager are categorized into two levels in the user interface (UI):
- Transaction-level fields: Also known as header-level fields, these fields provide general information about the transaction, such as the quote number, opportunity details, and account information.
- Transaction line-level fields: Also referred to as line-level fields, these fields capture specific information about the products associated with the transaction lines, including price, product details, and order information. For more information about line-level fields, see Transaction Manager: Line-level system fields.
System-provided fields in Transaction Manager
By default, Transaction Manager offers a set of system-provided fields that assist administrators in transaction processing.
This article focuses on transaction-level (header-level) fields that are predefined by the system.
- System-generated fields at the header level use the prefix “txn” followed by the actual field name.
- Custom header-level fields created by administrators are prefixed with “txn.custom” followed by the desired field name.
List of system-provided header-level fields
The following table outlines the system-provided fields at the transaction level.
- Variable name: The system-defined name of the field as configured in the environment.
- Description: A brief overview of the purpose and use case of the system field.
- Modifiable by: Indicates who can edit the field configurations:
- System: The values of system-modifiable fields can only be set by the application. End-users cannot edit these fields. Administrators cannot determine the values of these fields via rules.
- User: Any authorized end user with the appropriate permissions can update the field value. Determination rule actions can also modify the field value.
- Default value: The initial value assigned to the system field, specifying what can be set as the default during configuration.
| Variable name | Description | Modifiable by | Default value |
|---|---|---|---|
| txn.id | UUID or unique ID of the transaction | System |
<Generated> Auto-generated by the system upon creation |
| txn.account.id | ID of the account which was used while creating a new transaction | User |
<Empty> Expected to be passed in on create |
| txn.opportunity.id | ID of the opportunity through which the transaction is created | User |
<Empty> Expected to be passed in on create |
| txn.pricebook.id | Pricebook entry associated with the products chosen by user | User |
<Empty> A blank value is interpreted as the default pricebook |
| txn.pricing.currencyCode | Currency associated with the products chosen by the user | User |
<Empty> A blank value equals base currency for the tenant |
| txn.created | Timestamp of when the transaction was created | System |
<Generated> Auto-generated by the system upon creation |
| txn.createdBy | Name of the user who created the transaction | System |
<Generated> Auto-generated by the system upon creation |
| txn.modified | Timestamp of the last modification on a transaction | System |
<Generated> Auto-generated by the system upon update |
| txn.modifiedBy | Name of the user who performed the last modification on the transaction | System |
<Generated> Auto-generated by the system upon update |
| txn.externalId | Unique identifier used to reference a transaction in external connections/integrations | User |
<Empty> Expected to be passed in on create |
| txn.stage | Stage or status of a transaction | System |
<Generated> Auto-generated by the system; depends on configuration |
| txn.persona | Persona of the user who performed the request | System |
<Generated> Auto-generated by the system; depends on configuration |