First time executing actions? Check out the overview of how it works.
'Created' items are the items that are assigned to you as an operator. Items are referenced in the context of segments.
To download the created items:
- On the left menu panel under OPERATORS, click on your operator name (in this example, its DEMO 3PL PARTNER).
- Click on the team name (in this example, its Driver Team), then click Generic.
- Under Created tab, select the items you want to download (or search for their custom property using the Filter function). To view the data structure of the downloaded file, see Data Structure.
Don't see any item on the Created tab? Make sure items have been booked and assigned to this operator.
You can also search within the filters, and export the search results by the Export button on the top right corner of the dialoge box.
- Once you have selected the items, click Download.
This will download the file in CSV format. For information about the data in the file, see Data Structure. Take note of the Segment Id. This will be your reference on the next steps.
Tip: You can select the custom properties that you want to include in the downloaded CSV file. See: Custom Property ID settings.
Once you have downloaded the file, you are now ready to acknowledge the items.
In this step, you are confirming that the data in your (operator) application matches the data you have just downloaded from Zyllem in Step 1.
To acknowledge items:
Under the same Created tab, select the items you want to acknowledge (or search for their custom property using the Filter function).
Click Acknowledge. Note that the 'Acknowledge' button only appears after you have downloaded the items.
Once you have acknowledged the items, they will be moved to the Active tab. You are now ready to execute actions.
In this step, you are sending action execution updates back to Zyllem so that it can update the status, activity logs, etc. for the said segments. There are two ways to do this: via file upload or via manual action:
Perform actions on an unlimited number of segments
Perform actions on at most 200 segments at a time
Supports text-based artifacts only (e.g., text fields, COD)
Supports all types of artifacts (upload photos, register signatures, etc.).
Specify the date & time of the action execution
Date & time of execution is based on your activity on the action wizard
- On the same page, click on Active tab.
- Click Bulk Actions.
Optionally, you can re-download the items through the Download button in this page, if you need to refer back to the Segment Ids you want to perform an action on.
- Upload your bulk action file in CSV format.
If this is your first time to upload a file, download the template and follow the formats described in BULK ACTION TIPS.
Upload one action per segment
Note that you can only upload one action per unique segment. For example, if you want to execute two actions to the same segment, you will need to upload the actions in a separate file.
- Review the entries and click Next. During this stage, the system validates your entries (if errors are found, a message will be displayed on the screen).
- Click Confirm.
Once the action has been executed, the items will move to any of these tabs: Active, Closed, or Invalidated depending on the status of the segment and the actions performed See how it works.
- On the same page, click on Active tab.
- Select the items (or use search).
- Click on the action you want to perform (in this example, it is **Full Delivery)
- The next steps will vary depending on the artifacts required (in this example, COD amount is required).
- Click Confirm to proceed with the actions.
Once the action has been executed, the items will move to any of these tabs: Active, Closed, or Invalidated depending on the status of the segment and the actions performed (see how it works. In this example, it's the Active tab. Newly updated items can be identified by looking at the Updated At column.
If you want to execute a cancel action, you can do so via the Items page or follow the same steps in this document.
Updated 11 months ago