Diagram View: To Specify Combo Box Values for States

The following activity will walk you through the process of modifying the list of combo box values that are available for particular states of the workflow. (Users will be able to select these values in certain boxes on the form when an opportunity has a particular status.) You will use the Workflow (Diagram View) page to modify the workflow.

Story

Acting as the technical specialist, you need to add to the workflow of the Opportunities (CR304000) form a new field for the Reason box and add new combo box values for this field.

Process Overview

By using the Fields page, you will add to your customization project the Resolution field, which corresponds to the Reason box of the Opportunities (CR304000) form. You will also add new combo box values for this box on the same page, and specify these values for the Open and New states on the Workflow (Diagram View) page.

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 configure fields, as described in Workflow Elements: General Information.
  3. Make sure that you have completed the Diagram View: To Add the Auto-Run Action activity.

Step 1: Adding a New Field

To add the Resolution field, which corresponds to the Reason box of the Opportunities (CR304000) form, do the following in the Customization Project Editor for the Opportunities customization project:

  1. In the navigation pane, click Screens > CR304000 > Fields.

    The CR304000 (Opportunities) Fields page opens.

  2. On the page, notice that the table contains the Status field.

    The system added this field automatically when you created the Assigned state in Diagram View: To Add a New State.

  3. On the page toolbar, click Add New Record.
  4. In the Add Field dialog box, which is opened, specify the following settings:
    1. Container: Opportunity (Opportunity Summary)
    2. DAC: PX.Objects.CR.CROpportunity (Opportunity) (specified automatically)
    3. Field Name: Reason
  5. Select the unlabeled check box in the added row.
  6. Click Add & Close to save your changes and close the dialog box.

    The added field appears in the table on the CR304000 (Opportunities) Fields page.

  7. Save your changes.

Step 2: Adding Combo Box Values

While you are still on the CR304000 (Opportunities) Fields page, add new combo box values for the added field as follows:

  1. In the table, click the row with the added Resolution field.
  2. On the page toolbar, click Combo Box Values.
  3. In the Combo Box Values dialog box, which opens, click Add Row on the table toolbar, and enter the following settings in the added row:
    • Value: SV
    • Description: Service
  4. Click Add Row on the table toolbar again, and enter the following settings in the added row:
    • Value: DD
    • Description: Delivery Date
  5. Make sure the Active check box is selected in both of the rows you have added.
  6. Click OK to close the dialog box.
  7. Save your changes.

Step 3: Specifying the Combo Box Values for the Open State

Add the new combo box values to the Open state as follows:

  1. In the navigation pane of the Customization Project Editor, 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, double click the Open state.
  4. On the Fields tab of the State dialog box, which opens, click the row with the Reason field name.
  5. On the table toolbar, click Combo Box Values.
  6. Select the Active check box in the row with the SV value, and click OK to close the dialog box.
  7. Click OK in the State dialog box.
  8. Save your changes.

Step 4: Specifying the Combo Box Values for the New State

While you are still in the diagram view of the CR304000 (Opportunities) State Diagram: OpportunitiesAssigned page, add the new combo box values to the New state as follows:

  1. In the diagram, double click the New state.
  2. On the Fields tab of the State dialog box, which opens, click the row with the Reason field name.
  3. On the table toolbar, click Combo Box Values.
  4. Select the Active check box in the row with the DD value, and click OK to close the dialog box.
  5. Click OK in the State dialog box.
  6. Save your changes.