Diagram View: To Remove Unneeded Parts of the Workflow

The following activity will walk you through the process of removing unneeded elements of the workflow on the Workflow (Diagram View) page.

Story

Acting as the technical specialist, you need to remove the transition and the action that are not required in the workflow of the Opportunities (CR304000) form anymore.

Process Overview

On the Workflow (Diagram View) page, you will remove the predefined direct transition from the New state to the Open state, because it is no longer required. (In the modified workflow, this transition will not be used.) You will also remove the Open action, which triggers this transition, from the New state.

System Preparation

Before you begin adding a new state, 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 Diagram View: To Modify the Added Actions activity.

Step 1: Removing a Transition

In this step, you will remove the transition from the New state to the Open state. In the Customization Project Editor for the Opportunities customization project, perform the following instructions:

  1. In the navigation pane, click Screens > CR304000 > Workflows > OpportunitiesAssigned.

    The CR304000 (Opportunities) State Diagram: OpportunitiesAssigned page opens.

  2. On the page toolbar, click Diagram View to switch to the diagram view of the workflow.
  3. In the diagram, click the transition from the New state to the Open state.
  4. In the context menu that opens, click Delete.
  5. In the dialog box that opens, confirm the action by clicking Delete.
  6. Save your changes.

    Notice that the box with the New state no longer contains the Open action. The action itself is not removed from the state; you should remove it manually.

Step 2: Removing an Action

To remove the Open action from the New state, while you are still in the diagram view of the CR304000 (Opportunities) State Diagram: OpportunitiesAssigned page, perform the following instructions:

  1. In the diagram, click the More button in the box with the New state, and click Edit State on the More menu.
  2. On the Actions tab of the State dialog box, which opens, clear the check box in the Active column in the row with the Open action.
    Tip: You cannot delete the Open action because it is a system action; therefore, you need to deactivate it.
  3. Click OK to close the dialog box.
  4. Save your changes.