Action Configuration: To Create a Workflow Action That Displays a Dialog Box

The following activity will walk you through the process of adding a workflow action that displays a dialog box.

Story

When a task on the Task (CR306020) form has the Completed status, only one action should be available: the Reopen action. When a user clicks the Reopen button or command, you want the system to display the Reopen dialog box, in which the user must specify the percent of the task completion.

Acting as the technical specialist, you need to create an action and add it to the Completed state.

Process Overview

On the Actions page, you will create an action that displays a dialog box. On the Workflow (Tree View) page, you will then add the action to the Completed state.

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 Workflow Elements: To Add a Dialog Box and Action Configuration: To Add a Category to the More Menu activities.

Step 1: Creating an Action

To create the Reopen action, 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 Create New Action.
  3. In the Action Properties dialog box, which is opened, specify the following settings:
    • Action Name: Reopen
    • Display Name: Reopen
    • Dialog Box: Details(FormReopen)
    • Action Type: Workflow
    • Category: Processing
  4. Click OK to close the dialog box and save your changes.

Step 2: Adding the New Action to the Completed State

To add the Reopen action to the Completed 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 Completed 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: Reopen (Reopen)
    • Duplicate on Toolbar: Cleared
  4. Save your changes.