Workflow Actions: To Implement an Action with Field Assignments
This activity will walk you through the process of implementing a workflow action that assigns values to DAC fields without any graph logic.
Story
Suppose that a user should be able to mark a repair work order as completed when it has the Assigned status. To do that, the user should be able to click the Complete button. The underlying action will cause the date of the completion to be inserted in the Date Completed box of the Repair Work Orders (RS301000) form, and the repair work order to be assigned the Completed status. The Complete action should always be displayed last in the Processing category.
Process Overview
In the customization code, you will define the Complete workflow
action, the Completed state, and the transition from the
Assigned state to the Completed state. You
will learn how to define the assignment of the Date Completed
box in a workflow action. You will also specify the location of the
Complete command on the More menu.
System Preparation
Make sure that you have done the following:
- Prepared an instance with the PhoneRepairShop customization project and enabled the workflow validation by performing the following prerequisite activities:
- Prepared the screen configuration and defined the set of states by performing the Screen Configuration: To Prepare a Screen Configuration for a Form Without a Predefined Workflow prerequisite activity.
- Defined the
Assignedworkflow state by performing the Workflow Dialog Boxes: To Implement a Transition with a Dialog Box prerequisite activity.