Step 2: Defining a Category for the Action

MYOB Acumatica provides a list of predefined categories for the More menu. You can add these categories to a custom workflow and add actions (which are associated with commands on the More menu) to these categories. If a command is associated with an action related to changing the status of a record created on the form, it is usually displayed in the Processing category. To add the Processing category to your workflow, do the following:

  1. In the static Configure method of the RSSVWorkOrderWorkflow class, define the Processing category before the context.AddScreenConfigurationFor method call, as the following code shows.
                #region Categories
                var commonCategories = CommonActionCategories.Get(context);
                var processingCategory = commonCategories.Processing;
                #endregion

    In the code above, you have obtained the list of default categories by calling the CommonActionCategories.Get method.

  2. In the static Configure method, locate the AddDefaultFlow method, which you have added in Step 3: Overriding the Configure Method.
  3. For the screen parameter, call the WithCategories method after the AddDefaultFlow method as the following code shows.
                context.AddScreenConfigurationFor(screen =>
                    screen
                    .StateIdentifierIs<RSSVWorkOrder.status>()
                    .AddDefaultFlow(flow => ...)
                    .WithCategories(categories =>
                    {
                        categories.Add(processingCategory);
                    })
                );

    In the code above, in the lambda expression for the WithCategories method, you have added the Processing category to the screen configuration by calling the Add method.