Diagram View: To Add New Actions and Transitions

The following activity will walk you through the process of adding new actions and transitions to the workflow on the Workflow (Diagram View) page.

Story

Suppose that in your customization efforts on the Opportunities form, you need to incorporate a process of assigning a new opportunity before giving it the Open status. A user should be able to do the following:

  • Change the status from New to Assigned by clicking Assign on the form toolbar.
  • Change the status from Assigned to Open by clicking Accept.
  • Change the status from Assigned to New by clicking Reject.

Acting as the technical specialist, you need to create the actions and specify the corresponding transitions.

Process Overview

By using the Workflow (Diagram View) page, you will add a transition from the Assigned state to the Open state, and a transition from the Assigned state to the New state. You will then add a transition from the New state to the Assigned state. By using the same page, you will also create the actions that trigger these transitions.

System Preparation

Before you begin performing the steps of this activity, 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 learned how to add actions and transitions, as described in Action Configuration: General Information and Conditions and Transitions: General Information.
  3. Make sure that you have completed the Diagram View: To Add a New State activity.

Step 1: Adding a Transition from the Assigned 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 box with the Assigned state, click and hold the plus button, and draw a line from the box with the Assigned state to the box with the Open state.
  4. In the Add Transition dialog box, which opens, click Create to the right of the Trigger Name box to add a new action.
  5. In the New Action dialog box, which opens, specify the following settings:
    • Action Name: Accept
    • Display Name: Accept
    • Category: Actions

      This setting indicates that the action will be displayed under the Actions category of the More menu.

  6. Click OK to close the dialog box.
  7. In the Target State box of the Add Transition dialog box, make sure Open is selected, and click OK to close the dialog box.

    Notice that a label with the Accept action name has appeared in the box with the Assigned state. Also, an arrow that represents the transition from the Assigned state to the Open state has appeared in the diagram.

  8. Save your changes.

Step 2: Adding a Transition from the Assigned State to the New State

To add a transition from the Assigned state to the New state, while you are still working with the diagram view of the CR304000 (Opportunities) State Diagram: OpportunitiesAssigned page, perform the following instructions:

  1. In the box with the Assigned state, click and hold the plus button, and draw a line from the box with the Assigned state to the box with the New state.
  2. In the Add Transition dialog box, which opens, click Create to add a new action.
  3. In the New Action dialog box, which opens, specify the following settings:
    • Action Name: Reject
    • Display Name: Reject
    • Category: Actions
  4. Click OK to close the dialog box.
  5. In the Target State box of the Add Transition dialog box, make sure New is selected.
  6. Click OK to close the dialog box.
  7. Save your changes.

Notice that the new transition and action have appeared in the diagram.

Step 3: Adding a Transition from the New State to the Assigned State

To add a transition from the New state to the Assigned state, while you are still in the diagram view of the CR304000 (Opportunities) State Diagram: OpportunitiesAssigned page, perform the following instructions:

  1. In the box with the New state, click and hold the plus button, and draw a line from the box with the New state to the box with the Assigned state.
  2. In the Add Transition dialog box, which opens, click Create to add a new action.
  3. In the New Action dialog box, which opens, specify the following settings:
    • Action Name: Assign
    • Display Name: Assign
    • Category: Actions
  4. Click OK to close the dialog box.
  5. In the Target State box of the Add Transition dialog box, make sure Assigned is selected.
  6. Click OK to close the dialog box.
  7. Save your changes.

Notice that the new transition and action have appeared in the diagram.