Conditions and Transitions: To Add Conditions

The following activity will walk you through the process of creating conditions that modify actions.

Story

In your workflow for tasks created on the Task (CR306020) form, you need the system to perform the Resolve action automatically when the Completion (%) is set to 100, which reflects that the task is complete. You also want the Open action to trigger transitions to different states depending on the percent of the task completion. In this activity, you will start this process by creating the conditions.

Process Overview

You will use the Conditions page to add conditions that you will later use to modify the Resolve and Open actions.

System Preparation

Before you begin adding conditions, 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 Create Workflow Actions and Add Them to the Workflow States activity.

Step 1: Adding the Completed Condition

In this step, you will add the Completed condition, which you will later use to invoke the Resolve action automatically. Perform the following instructions in the Customization Project Editor for the TaskWorkflow project:

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

    The Conditions: CR306020 (Task) page opens.

  2. On the page toolbar, click Add New Record.
  3. In the Conditions Properties dialog box, which is opened, type Completed as the condition name.
  4. Click Add Row on the table toolbar, and specify the following settings in the added row:
    • Field Name: Completion (%)
    • Condition: Equals
    • From Schema: Selected
    • Value: 100
  5. Make sure that the Active check box is selected for the added row.
  6. Click OK to save your changes and close the dialog box.

    The added condition appears in the list of conditions on the Conditions: CR306020 (Task) page. You will use this condition to automatically change the status of a task to Completed when the condition is met.

Step 2: Adding the NotStarted Condition

In this step, you will add the NotStarted condition, which you will later use in the Open action to trigger transitions to different states. Perform the following instructions:

  1. While you are still on the Conditions: CR306020 (Task) page, on the page toolbar, click Add New Record.
  2. In the Conditions Properties dialog box, which is opened, type NotStarted as the condition name.
  3. Click Add Row on the table toolbar, and specify the following settings in the added row:
    • Field Name: Completion (%)
    • Condition: Equals
    • From Schema: Selected
    • Value: 0
  4. Make sure that the Active check box is selected for the added row.
  5. Click OK to save your changes and close the dialog box.

    The added condition appears in the list of conditions on the Conditions: CR306020 (Task) page. You will use this condition to change the status of a task from Postponed to Open when the condition is met.