Workflow Events: To Create a Workflow Event

This activity will walk you through the process of creating a workflow event and implementing a transition by using this event.

Story

Suppose that a repair work order should be assigned the Ready for Assignment status when the invoice created for the order is prepaid in the specified percent. For a repair work order to be prepaid, a user will first create an invoice for this order and then apply a prepayment to the invoice. If the percent of the applied prepayment is greater than or equal to the required prepayment percentage, which is specified on the Payments and Applications (AR302000) form, the system will change the status of the repair work order from Pending Payment to Ready for Assignment to indicate that the prepayment is applied. You need to implement the needed changes for this system behavior.

Process Overview

To implement the needed status change, in your extension library, you will define a new workflow event and fire it when an invoice is prepaid. You will define the workflow event handler, register it in the screen configuration for your custom workflow, and configure a transition.

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 activities:
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.
Implemented the PendingPayment and ReadyForAssignment workflow states by performing the Step 2: Adding the PendingPayment Workflow State (Self-Guided Exercise) and Step 3: Defining the Workflow State and the Transition (Self-Guided Exercise) prerequisite steps.
Implemented the CreateInvoice action by performing the Workflow Actions: To Configure the Conditional Appearance of the Action prerequisite activity.