Workflow Creation: To Add a Workflow

The following activity will walk you through the process of adding the screen associated with the Task (CR306020) form to the list of customized screens and adding a workflow for the screen.

Attention:
This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are a technical specialist that develops business solutions for the HardwareViewpoint company. You need to create a workflow for the Task (CR306020) form, which is planned as specified in Workflow Creation: Planning a Workflow for a Form.

Process Overview

In this activity, you will do the following to begin the customization of the Task (CR306020) form and add its workflow:

  1. By using the Customization Projects (SM204505) form as a starting point, add the Task (CR306020) form to the list of customized screens on the Customized Screens page of the Customization Project Editor.
  2. Create a workflow for this form on the Workflows page.
  3. Navigate to the Workflow (Tree View) page to view the workflow.

System Preparation

Before you begin creating a workflow for the Task (CR306020) form, 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. On the Customization Projects (SM204505) form, create a customization project named TaskWorkflow.

Step 1: Adding the Screen to the List of Customized Screens

To add the screen associated with the Task (CR306020) form to the list of customized screens, do the following:

  1. In the table on the Customization Projects (SM204505) form, click the TaskWorkflow link.

    The Customization Project Editor opens for the TaskWorkflow customization project. You will use this project to modify the Task form.

  2. In the navigation pane of the Customization Project Editor, click Screens.
  3. On the page toolbar of the Customized Screens page, which is opened, click Customize Existing Screen.
  4. In the Customize Existing Screen dialog box, which is opened, select Task (CR306020).
  5. Click OK to close the dialog box.

    The screen with the CR306020 screen ID and the Task title is added to the list of customized screens.

Step 2: Creating a Workflow for the Form

Create a new workflow for the added screen as follows:

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

    The CR306020 (Task) Workflows page opens. (This is the name that appears on the form for the Workflows page.) Notice that it does not contain any workflows.

  2. In the State Identifier box, select Status.

    This is the field that will define the status of the applicable record created on the form.

  3. Save your changes.
  4. On the page toolbar, click Add Workflow.
  5. In the Add Workflow dialog box, which is opened, specify the following settings:
    • Operation: Create New Workflow (specified automatically)
    • Workflow Type: DEFAULT
    • Workflow Name: Task
  6. Click OK to close the dialog box.

    A row for the workflow appears in the table on the page. Notice that the workflow’s status is New, which means that this workflow is a custom workflow that is not based on any predefined workflow.

  7. In the row with the workflow you have created, select the Active check box.
  8. On the page toolbar, click Save.
  9. In the row with the created workflow, click the link in the Workflow Name column.

    The CR306020 (Task) State Diagram: Task page opens. (This is the Workflow (Tree View) page.) Notice that the States and Transitions pane of the page does not contain any states or transitions.