Action Configuration: To Create Workflow Actions and Add Them to the Workflow States

The following activity will walk you through the process of creating workflow actions and adding them to the states of the workflow.

Story

Acting as a technical specialist, you need to create Open, Postpone, StartWork, and Resolve actions for the Task (CR306020) form. These actions will be workflow actions, which move a task from one state of the workflow of the form to another state.

You need to add the new actions to the following states:

  • The Draft state should contain the Open and Postpone actions.
  • The Processing state should contain the Resolve and Postpone actions.
  • The Open state should contain the StartWork, Resolve, and Postpone actions.
  • The Postponed state should contain the Open action.

Process Overview

By using the Actions page, you will create the needed actions. By using the Workflow (Tree View) page, you will add the actions to the workflow states.

System Preparation

Before you begin adding actions to the workflow states, do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded, and sign in as system administrator by using the gibbs username and the 123 password.
    Tip: The gibbs user is assigned the Administrator role, which has sufficient access rights to customize workflows.
  2. Make sure that you have completed the Action Configuration: To Add a Category to the More Menu activity.

Step 1: Creating the Actions

To create the Open, Postpone, Resolve, and StartWork actions, do the following in the Customization Project Editor for the TaskWorkflow project:

  1. In the navigation pane, click Screens > CR306020 > Actions.

    The CR306020 (Task) Actions page opens.

  2. On the page toolbar, click Add New Action.
  3. In the Action Properties dialog box, which is opened, specify the following settings:
    • Action Name: Open
    • Display Name: Open
    • Action Type: Workflow
    • Category: Processing
    • Display on Toolbar: If Available (selected automatically)

      This setting indicates that this action will be displayed as a button on the form toolbar and as a command under a category (Processing) on the More menu if the action is available for a record based on its state.

  4. Click OK to close the dialog box and save your changes.
  5. By using instructions (and settings, except for the action and display names) that are similar to the previous three instructions, create the actions listed in the following table.
    Action Name Display Name
    Postpone Postpone
    Resolve Resolve
    StartWork Start Work

Step 2: Adding the Actions to the Draft State

To add the Open and Postpone actions to the Draft state, do the following:

  1. In the navigation pane, click Screens > CR306020 > Workflows > Task.

    The CR306020 (Task) State Diagram: Task page opens.

  2. In the States and Transitions pane, click the Draft state.
  3. On the Actions tab, click Add Row on the table toolbar, and specify the following settings in the added row:
    • Active: Selected
    • Action: Open (Open)
    • Duplicate on Toolbar: Selected

      This setting indicates that the button associated with this action will be displayed on the form toolbar, in addition to the associated command being displayed under Processing on the More menu.

    • Connotation: Success

      Because the Open action is the main action (command) in the Draft state, you are specifying this connotation for it. As a result, the system will highlight the associated button and command in green.

  4. Click Add Row on the table toolbar again, and specify the following settings in the added row:
    • Active: Selected
    • Action: Postpone (Postpone)
    • Duplicate on Toolbar: Cleared
  5. Save your changes.

Step 3: Adding the Actions to the Processing State

To add the Resolve and Postpone actions to the Processing state, while you are still working on the CR306020 (Task) State Diagram: Task page, do the following:

  1. In the States and Transitions pane, click the Processing state.
  2. On the Actions tab, click Add Row on the table toolbar, and specify the following settings in the added row:
    • Active: Selected
    • Action: Resolve (Resolve)
    • Duplicate on Toolbar: Selected
    • Connotation: Success
  3. Click Add Row on the table toolbar again, and specify the following settings in the added row:
    • Active: Selected
    • Action: Postpone (Postpone)
    • Duplicate on Toolbar: Cleared
  4. Save your changes.

Step 4: Adding the Actions to the Open State

To add the Start Work, Resolve, and Postpone actions to the Open state, while you are still working on the CR306020 (Task) State Diagram: Task page, do the following:

  1. In the States and Transitions pane, click the Open state.
  2. On the Actions tab, click Add Row on the table toolbar, and specify the following settings in the added row:
    • Active: Selected
    • Action: Start Work (StartWork)
    • Duplicate on Toolbar: Selected
    • Connotation: Success
  3. Click Add Row on the table toolbar again, and specify the following settings in the added row:
    • Active: Selected
    • Action: Resolve (Resolve)
    • Duplicate on Toolbar: Cleared
  4. Click Add Row on the table toolbar again, and specify the following settings in the added row:
    • Active: Selected
    • Action: Postpone (Postpone)
    • Duplicate on Toolbar: Cleared
  5. Save your changes.

Step 5: Adding the Action to the Postponed State

To add the Open action to the Postponed state, while you are still working on the CR306020 (Task) Actions page, do the following:

  1. In the States and Transitions pane, click the Postponed state.
  2. On the Actions tab, click Add Row, and specify the following settings in the added row:
    • Active: Selected
    • Action: Open (Open)
    • Duplicate on Toolbar: Cleared
  3. Save your changes.