Workflow Customization: To Add an Action to an Existing Workflow

This activity will walk you through the process of adding an action to an existing workflow.

Story

To quickly continue working on a repair work order after an invoice has been prepaid, a user needs to be able to invoke a command that opens the corresponding repair work order from the Invoices (SO303000) form. You will customize the workflow on the Invoices (SO303000) form to add the View Repair Work Order command and its underlying action, which opens the repair work order. The View Repair Work Order command should be displayed under a new category called Repair Work Orders.

Process Overview

To define a new action, in your extension library, you will first define the new action in a graph extension, and then you will create an extension for the updated workflow. In this extension, you will add a new action category and the new action to the screen configuration.

System Preparation

Make sure that you have done the following:

1. Prepared an instance with the PhoneRepairShop customization project and enabled the workflow validation by performing the following activities:
   1. Test Instance for Workflow Customization: To Deploy a Test Instance
   2. Test Instance for Workflow Customization: To Turn On Workflow Validation
2. Prepared the screen configuration and defined the set of workflow states by performing the Screen Configuration: To Prepare a Screen Configuration for a Form Without a Predefined Workflow activity.
3. Performed the Workflow Events: To Use an Existing Event prerequisite activity to implement the Paid workflow state.