Action Configuration: To Add a Category to the More Menu

The following activity will walk you through the process of adding a category to the More menu.

Story

Suppose that you want to add all the actions in the new workflow for the Task (CR306020) form to the Processing category of the More menu. However, this form does not have any categories specified for the menu, and the More menu is not displayed. Acting as the technical specialist, you need to add a category to the More menu of this form.

Process Overview

In this activity, you will use the Actions page to add the Processing category to the More menu.

System Preparation

Before you begin adding a category to the More menu, 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 Creation: To Add States activity.

Step: Adding a Category to the More Menu

To add the Processing category, 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 More menu, click Manage Categories.
  3. In the Manage Categories dialog box, which is opened, click Add Category.
  4. In the New Category dialog box, which is opened, specify the following settings:
    • Category Name: Processing
    • Display Name: Processing
  5. Click OK to close the dialog box.
  6. In the Manage Categories dialog box (to which you return), click OK to close the dialog box and save your changes.