Workflow Elements: To Modify Field Settings

The following activity will walk you through the process of modifying the field settings of the workflow states.

Story

Acting as the technical specialist, you need to modify the field settings for the workflow states you have added in Workflow Creation: To Add States. With the modified settings, when a task is created, the value in the Start Date box will be the current date, and the Completion (%) box will be unavailable for editing.

Process Overview

On the Workflow (Tree View) page, you will add the Start Date and Completion (%) fields to the Draft state and edit their settings.

As a self-test, you will also add the Owner field to the Open and Processing states on the same page.

System Preparation

Before you begin modifying field settings, 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 1: Specifying the Default Value for the Field

To specify the default value for the Start Date field in the Draft state, in the Customization Project Editor for the TaskWorkflow project, do the following:

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

    The Workflow (Tree View) page opens.

  2. In the States and Transitions pane, click the Draft state.
  3. On the Fields tab of the State Properties tab, click Add Row on the table toolbar, and specify the following settings in the added row:
    • Object Name: Activity (inserted automatically)
    • Field Name: Start Date
    • Default Value: @Today
  4. Save your changes.

Step 2: Making the Field Unavailable for Editing

To make the Completion (%) field unavailable for editing in the Draft state, while you are still on the Workflow (Tree View) page with the Task workflow displayed, do the following:

  1. In the States and Transitions pane, click the Draft state.
  2. Click Add Row on the table toolbar again, and specify the following settings in the added row:
    • Object Name: Activity (inserted automatically)
    • Field Name: Completion (%)
    • Disabled: Selected
  3. Save your changes.

Step 3: Making the Field Required—Self-Guided Exercise

Now that you have learned how to add fields for workflow states, add the Owner field to the Open and Processing states, and mark this field as required for both states.