Workflow Dialog Boxes: To Implement a Transition with a Dialog Box

This activity will walk you through the process of creating a workflow dialog box and implementing a transition that uses the values the user provides in this dialog box.

Story

On the Repair Work Orders (RS301000) form, a user should be able to assign a repair work order when it has the Ready For Assignment status. To do this, the user will click the Assign button on the form toolbar (or the equivalent command on the More menu) and enter the name of the assignee in the dialog box. When the user clicks OK, the repair work order will get the Assigned status. You need to implement these changes in the customization project.

Process Overview

In the workflow code, you will define the Assign workflow dialog box. To do this, you will define the Assign action, register it in the workflow, and specify the dialog box for it. You will also define the Assigned workflow state and the transition from the ReadyForAssignment workflow state to the Assigned workflow state.

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 states by performing the Screen Configuration: To Prepare a Screen Configuration for a Form Without a Predefined Workflow activity.
  3. Implemented the ReadyForAssignmentworkflow state by performing the Workflow States: To Define a Workflow State activity.