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Transaction Types

Transaction Types define the shape of the user interaction within Persona's ecosystem.

Overview

For each type of transaction, we can define a schema of what information gets passed in during creation. Each transaction type has a transaction type ID. Transaction Types consist of custom field schemas and custom statuses.

Transactions have support for the following field types:

  • Boolean
  • Date
  • Documents
  • File
  • Float
  • Hash
  • Integer
  • String
  • Multiple Choices
  • Array

Archiving

Customers can archive both Transaction fields and Types, which enables updates in the event a user saves the wrong field key, or a customer's model changes over time. After a field is archived on a Transaction Type or a Transaction Type itself gets archived, all associated Workflows must get updated.