Diagram View: To Modify the Added Actions

The following activity will walk you through the process of modifying the actions so that these actions display dialog boxes, modify field values, and be available on the processing forms.

Story

In the HardwareViewpoint company, a salesperson should add additional information when performs the following actions with an opportunity on the Opportunities (CR304000) form of MYOB Acumatica:

  • While accepting the opportunity, specify the reason and the stage of the opportunity
  • While rejecting the opportunity, select the reason and provide additional details for it
  • While assigning the opportunity, select the owner of the opportunity

Acting as the technical specialist, you need to add the dialog boxes that prompt users for this information to the Accept, Reject, and Assign actions and modify the actions so that they use the information specified in the dialog boxes. You also need to display the actions on the Update Opportunities (CR503120) form for mass-processing of opportunities. You need to make the buttons that correspond to the Assign and Accept actions be displayed on the form toolbar.

Process Overview

In the Workflow (Diagram View) page, you will make the button that corresponds to Assign action be displayed on the page toolbar. On the Actions page, for each of the Reject, Accept, and Assign actions, you will add a dialog box. You will also add the action to the list of actions available for mass-processing of opportunities. You will then define how the action should use the values specified in the dialog box.

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, as described in Action Configuration: General Information.
  3. Make sure that you have completed the Diagram View: To Add Dialog Boxes activity.

Step 1: Making the Buttons Displayed on the Form Toolbar

You will now modify the Assign and Accept actions so that the associated buttons appear on the form toolbar of the Opportunities (CR304000) form. 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. Modify the Assign action as follows:
    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, in the row with the Assign action, select the check box in the Duplicate on Toolbar column.

      This will make the button associated with the Assign action be displayed on the form toolbar of the Opportunities (CR304000) form when an opportunity has the New status.

    3. Click OK to close the dialog box.
  4. Modify the Accept action as follows:
    1. In the diagram, double click the Assigned state.
    2. On the Actions tab of the State dialog box, which opens, in the row with the Accept action, select the check box in the Duplicate on Toolbar column.

      This will make the button associated with the Accept action be displayed on the form toolbar of the Opportunities (CR304000) form when an opportunity has the Assigned status.

    3. Click OK to close the dialog box.
  5. Save your changes.

Step 2: Making the Reject Action Work with the Dialog Box

Now you will add the dialog box to the Reject action. You will also add the action to the list of actions available on the Update Opportunities (CR503120) form for mass-processing of opportunities. You will then define how the action should use the values specified in the dialog box.

In the Customization Project Editor for the Opportunities customization project, do the following:

  1. In the navigation pane, click Screens > CR304000 > Actions.
  2. In the table on the CR304000 (Opportunities) Actions page, which opens, click the Reject link.
  3. In the Action Properties dialog box, which opens, select Details(FormReject) as the Dialog Box.
  4. In the Processing Screen box, select CR503120 - Update Opportunities.
  5. On the Field Update tab, click Add Row on the table toolbar, and specify the following settings in the added row:
    • Field: Reason
    • From Schema: Cleared
    • New Value: [FormReject.Reason]
  6. Click Add Row on the table toolbar again, and specify the following settings in the added row:
    • Field: Details
    • From Schema: Cleared
    • New Value: [FormReject.Details]
  7. Click Add Row on the table toolbar again, and specify the following settings in the added row:
    • Field: Owner
    • From Schema: Cleared
    • New Value: =Null

    The New Value setting is required to clear the Owner box when the status of an opportunity changes to New.

  8. Click OK to save your changes and close the dialog box.

Step 3: Making the Accept Action Work with the Dialog Box—Self-Guided Exercise

In this self-guided exercise, by using the CR304000 (Opportunities) Actions page, you will add the dialog box to the Assign action. You will also add the action to the list of actions available on the Update Opportunities (CR503120) form for mass-processing of opportunities and define how the action should use the values specified in the dialog box.

For the Accept action, you need to specify the following settings in the Action Properties dialog box:

  • Dialog Box: Details(FormAccept)
  • Processing Screen: CR503120 - Update Opportunities.
  • On the Field Update tab, Row 1:
    • Field: Reason
    • From Schema: Cleared
    • New Value: [FormAccept.Reason]
  • On the Field Update tab, Row 2:
    • Field: Stage
    • From Schema: Cleared
    • New Value: [FormAccept.Stage]

Step 4: Making the Assign Action Work with the Dialog Box—Self-Guided Exercise

In this self-guided exercise, by using the CR304000 (Opportunities) Actions page, you will add the dialog box to the Assign action. You will also add the action to the list of actions available on the Update Opportunities (CR503120) form for mass-processing of opportunities and define how the action should use the values specified in the dialog box.

For the Assign action, you need to specify the following settings in the Action Properties dialog box:

  • Dialog Box: Details(FormAssign)
  • Processing Screen: CR503120 - Update Opportunities.
  • A row on the Field Update tab:
    • Field: Owner
    • From Schema: Cleared
    • New Value: [FormAssign.Owner]