Diagram View: To Add a New State

The following activity will walk you through the process of adding a new state to an inherited workflow on the Workflow (Diagram View) page of the Customization Project Editor.

Story

Suppose that in your customization efforts on the Opportunities (CR304000) form, you need to incorporate a process of assigning a new opportunity before giving it the Open status. You need a new status, Assigned, for opportunities.

Acting as the technical specialist, you need to add a new state to the opportunity workflow for the Opportunities form. This state will correspond to the Assigned status of an opportunity created on this form.

Process Overview

By using the Workflow (Diagram View) page, you will add the Assigned state to the OpportunitiesAssigned workflow.

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 learned how to create states, as described in Workflow Creation: General Information and Workflow Creation: Configuration of States.
  3. Make sure that you have completed the Inherited Workflows: To Create an Inherited Workflow activity.

Step: Adding a State

To add a new state to the workflow, perform the following instructions in the Customization Project Editor for the Opportunities customization project:

  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 begin working in the diagram view of the page.
  3. On the page toolbar, click Add State.
  4. In the Add State dialog box, which opens, specify the following settings:
    • Identifier: A
    • Description: Assigned
    • Parent State: Empty
  5. Click OK to close the dialog box.

    A box with the new state is added to the diagram. Notice that there are no transitions between this state and the predefined states.

  6. Click Save on the page toolbar to save your changes.

You have added a new state to the workflow.