Diagram View: To Adjust the System State

The following activity will walk you through the process of adjusting a system state on the Workflow (Diagram View) page. In this activity, you will make one of the fields that is displayed in the system state required.

Story

Acting as the technical specialist, you need to make the Owner box required for the opportunities with the Open status on the Opportunities (CR304000) form.

Process Overview

On the Workflow (Diagram View) page, you will update the Open state (which is a predefined state) to make the Owner box required on the Opportunities (CR304000) form.

System Preparation

Before you begin performing 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 completed the Diagram View: To Remove Unneeded Parts of the Workflow activity.

Step: Updating the System State

To update the predefined Open system state, in the Customization Project Editor for the Opportunities customization project, perform the following instructions:

  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, click the More button in the box with the Open state, and click Edit State on the More menu.
  4. On the Fields tab of the State dialog box, which opens, click Add Row on the table toolbar, and specify the following settings in the added row:
    • Object Name: Opportunity (specified automatically)
    • Field Name: Owner
    • Required: Selected
  5. Click OK to close the dialog box.
  6. Save your changes.