Conditions and Transitions: To Add Transitions

The following activity will walk you through the process of creating transitions between the states of the workflow.

Story

You can use the same action to trigger transitions from one state to different states. To do so, you need to use conditions for these transitions. If a condition is fulfilled, the system performs the transition that is first in the list of transitions from the current state. (This list is displayed on the States and Transitions pane of the Workflow (Tree View) page.) If the condition is not fulfilled, the system switches to the next transition in the list and checks its condition.

When a record is in the Postponed state, you will use the same action (Open) to trigger transitions to the Open state or to the Processing state, depending on the percent of the task completion as follows:

• If the value in the Completion (%) box is 0, the target state should be Open.
• If the value in the Completion (%) box is not 0, the target state should be Processing.

To implement these transitions, you will use the NotStarted and Completed conditions, which you have created in Conditions and Transitions: To Add Conditions.

Process Overview

By using the Workflow (Tree View) page, you will add the transitions from the Draft state to the Open state and to the Postponed state. You will also add the transitions from the Open state to the Processing state, the Postponed state, and the Completed state.

System Preparation

Before you begin adding transitions to the workflow, 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 activity Conditions and Transitions: To Add Conditions and Action Configuration: To Create a Workflow Action That Displays a Dialog Box activities.

Step 1: Adding the Simple Transitions (for the Draft State)

To add the transitions from the Draft state to the Open state and the Postponed state, in the Customization Project Editor for the TaskWorkflow project, perform the following instructions:

1. In the navigation pane, click Screens > CR306020 > Workflows > Task.

   The CR306020 (Task) Workflows page opens.

2. Add the transition from the Draft state to the Open state as follows:
   1. In the States and Transitions pane, click the Draft state.
   2. On the page toolbar, click Add Transition.
   3. In the Add Transition dialog box, which is opened, select the following settings:
      • Trigger Name: Open (Open)
      • Target State: Open
   4. Click OK to close the dialog box.

      Notice that the transition has appeared in the States and Transitions pane, in the Transitions node below the Draft state.

   5. Save your changes.
3. Add the transition from the Draft state to the Postponed state as follows:
   1. In the States and Transitions pane, click the Draft state again.
   2. On the page toolbar, click Add Transition.
   3. In the Add Transition dialog box, which is opened, specify the following settings:
      • Trigger Name: Postpone (Postpone)
      • Target State: Postponed
   4. Click OK to close the dialog box.
   5. Save your changes.

Step 2: Adding the Simple Transitions (for the Open State)

In this step, you will add the transitions from the Open state to the Processing state, the Postponed state, and the Completed state. While you are still in the tree view of the CR306020 (Task) State Diagram: Task page, perform the following instructions:

1. Add the transition from the Open state to the Processing state as follows:
   1. In the States and Transitions pane, click the Open state.
   2. On the page toolbar, click Add Transition.
   3. In the Add Transition dialog box, which is opened, select the following settings:
      • Trigger Name: Start Work (StartWork)
      • Target State: Processing
   4. Click OK to close the dialog box.

      Notice that the transition has appeared in the States and Transitions pane, in the Transitions node below the Open state.

2. Add the transition from the Open state to the Postponed state as follows:
   1. In the States and Transitions pane, click the Open state again.
   2. On the page toolbar, click Add Transition.
   3. In the Add Transition dialog box, which is opened, select the following settings:
      • Trigger Name: Postpone (Postpone)
      • Target State: Postponed
   4. Click OK to close the dialog box.
3. Add the transition from the Open state to the Completed state as follows:
   1. In the States and Transitions pane, click the Open state again.
   2. On the page toolbar, click Add Transition.
   3. In the Add Transition dialog box, which is opened, select the following settings:
      • Trigger Name: Resolve (Resolve)
      • Target State: Completed
   4. Click OK to close the dialog box.
4. Save your changes.

Step 3: Adding the Auto-Run Transitions (for the Processing State)

To add the transitions from the Processing state to the Completed state and the Postponed state, while you are still in the tree view of the CR306020 (Task) State Diagram: Task page, perform the following instructions:

1. Add the transition from the Processing state to the Postponed state as follows:
   1. In the States and Transitions pane, click the Processing state.
   2. On the page toolbar, click Add Transition.
   3. In the Add Transition dialog box, which is opened, select the following settings:
      • Trigger Name: Postpone (Postpone)
      • Target State: Postponed
   4. Click OK to close the dialog box.

      Notice that the transition is added to the States and Transitions pane, to the Transitions node below the Processing node.

2. Add the transition from the Processing state to the Completed state as follows:
   1. In the States and Transitions pane, click the Processing state again.
   2. On the page toolbar, click Add Transition.
   3. In the Add Transition dialog box, which is opened, select the following settings:
      • Trigger Name: Resolve (Resolve)
      • Target State: Completed
   4. Click OK to close the dialog box.
3. In the States and Transitions pane, click the Processing state again.
4. On the Actions tab, in the row with the Resolve (Resolve) action, select Completed in the Auto-Run Condition column.

   This setting indicates that the system will perform this action automatically if the Completed condition is fulfilled.

5. Save your changes.

Step 4: Adding the Transitions That Depend on a Condition (for the Postponed State)

To implement transitions from the Postponed state, while you are still in the tree view of the CR306020 (Task) State Diagram: Task page, do the following:

1. In the States and Transitions pane, click the Postponed state.
2. On the page toolbar, click Add Transition.
3. In the Add Transition dialog box, which is opened, select the following settings:
   • Trigger Name: Open (Open)
   • Condition: NotStarted
   • Target State: Open
4. Click OK to close the dialog box.
5. In the States and Transitions pane, click the Postponed state again.
6. On the page toolbar, click Add Transition.
7. In the Add Transition dialog box, which is opened, select the following settings:
   • Trigger Name: Open (Open)
   • Target State: Processing
8. Click OK to close the dialog box.

   The system will perform this transition if the condition for the first transition (that is, the NotStarted condition) is not fulfilled.

9. Save your changes.

Step 5: Adding a Transition That Causes Update of a Field After the Transition (for the Completed State)

To add the transitions from the Completed state to the Open state, while you are still in the tree view of the CR306020 (Task) State Diagram: Task page, perform the following instructions:

1. In the States and Transitions pane, click the Completed state.
2. On the page toolbar, click Add Transition.
3. In the Add Transition dialog box, which is opened, specify the following settings:
   • Trigger Name: Reopen (Reopen)
   • Target State: Open
4. Click OK to close the dialog box.
5. In the Transitions node of the States and Transitions pane, click the added transition.
6. In the Fields to Update After Transition table of the Transition Properties tab, click Add Row on the table toolbar, and specify the following settings in the added row:
   • Field Name: Completion (%)
   • From Schema: Cleared
   • New Value: [FormReopen.Completion]

   The last setting indicates that the Completion (%) field will be updated with the value that the user has specified in the Details dialog box. (You have created this dialog box in Workflow Elements: To Add a Dialog Box.)

7. Save your changes.