Action Configuration: To Hide Unneeded Actions

The following activity will walk you through the process of hiding actions that are not required for the workflow.

Story

In your workflow, you do not need the Cancel, Complete, and Complete & Follow-Up buttons or the corresponding commands on the More menu of the Task (CR306020) form. Acting as a technical specialist, you are going to hide these buttons and menu commands on the form.

Process Overview

By using the Actions page, you will hide the Cancel, Complete, and Complete & Follow-Up actions in all the workflow states.

System Preparation

Before you begin hiding unneeded actions, 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: Hiding Actions

To hide the 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 More menu, click Add Existing Action.
  3. In the Action Properties dialog box, which is opened, specify the following settings:
    • Action Name: CancelActivity
    • Hidden: True

      This setting indicates that this action will be hidden in all states of the workflow.

  4. Click OK to close the dialog box and save your changes.
  5. By using instructions that are similar to the previous three instructions, add the Complete and Complete & Follow-Up actions and mark them as hidden.