Screen Configuration: To Prepare a Screen Configuration Without a Predefined Workflow

This activity will walk you through the process of performing the initial steps for implementing a custom workflow, which is a workflow for a form that has no predefined workflows.

Learning Objectives

In this activity, you will learn how to do the following:

• Determine the workflow's set of states of a record created on the form
• Define the set of states for the workflow
• Create the screen configuration method

Story

Suppose that you need to define a workflow for the Repair Work Orders (RS301000) form, which has no predefined workflows.

Process Overview

In this activity, you will prepare the basic components of a workflow by performing the following steps in the extension library:

• Defining the graph extension where the workflow will be implemented
• Defining a list of the states of the workflow
• Overriding the screen configuration method
• Specifying the state-identifier field

System Preparation

Make sure that you have configured your instance as described in Preparing an Instance for Workflow Customization.

You should have the Repair Work Orders (RS301000) form available in the system and located in the Phone Repair Shop workspace.