Action Configuration: General Information

To define actions for a workflow, you use the Actions page (sometimes described as the Action Editor).

Learning Objectives

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

Hide unneeded actions on the form
Add new actions to the workflow
Modify the added actions
Add categories of the More menu
Organize the actions into categories on the More menu

Applicable Scenarios

You add actions to trigger transitions between the states of a workflow.

Actions Page

On the Actions page, you create actions and configure the properties of the actions that have been added in the editor. Actions added in the predefined workflow are automatically displayed on the page, and you can modify the properties of these actions.

To understand which of the listed actions are from the predefined workflow and which are new, you review the Status column for each action. Actions from the predefined workflow have the Inherited status, and all actions that you have added to the Actions page (including existing graph actions) have the New status. If you have modified an action from the predefined workflow, its status changes to Modified (see the following screenshot).

Tip: In the name that appears on the page, Actions is preceded by the screen ID and then the screen name in parentheses, so you can always see at a glance which form you are customizing.

You configure actions for a particular screen. Therefore, before you start configuring actions, you need to make sure that the corresponding screen has been added to the customization project on the Customized Screens page.

Types of Actions

You can add the following types of actions by using the Actions page:

Actions that redirect a user to a different form or report
Workflow actions that change the state of the applicable record
Actions that open a side panel
Actions defined in a graph

Creation of Actions

You may need to create actions in the following cases:

When you are creating a transition on the Workflow (Tree View) page
To create an action, you click Create to the right of the Trigger Name box in the Add Transition dialog box of the Workflow (Tree View) page.
When you are editing a state
If you are editing the state on the Workflow (Tree View) page, you click Create Action on the table toolbar of the Actions tab for the state selected in the page. If you are editing the state on the Workflow (Diagram View) page, you click Create Action on the Actions tab of the State dialog box for the state selected in the page.
When you are editing the list of actions on the Actions page
To create an action, you click Create New Action on the page toolbar of the page.

Tip: Redirect actions can be created only on the Actions page.

The name and type of the action cannot be changed after the action is created.

Addition of Actions Defined in the Graph

In the workflow of an MYOB Advanced form, you can use actions that are defined in the graph that corresponds to the form. To add such action to the workflow of the form, you click Add Existing Action on the More menu of the Actions page opened for the form. By default, such actions are displayed on the form according to the properties of the PXButton attribute specified for the action, which the As Configured in Graph option in the Action Properties Dialog Box indicates.

Viewing of Changes Between the Predefined and Customized Action

All predefined actions of the applicable screen are displayed on the Actions page by default. If you have modified a predefined action on this page, you can view the changes by clicking View Changes on the More menu. You can also return the action properties to the original predefined state, if needed.