Inherited Workflows: To Create an Inherited Workflow

The following activity will walk you through the process of adding an inherited workflow for a form based on a predefined one.

Story

Acting as the technical specialist, you need to create a customized workflow for the Opportunities (CR304000) form.

Process Overview

You will add the Opportunities (CR304000) form to the list of customized screens on the Customized Screens page of the Customization Project Editor. You will then use the Opportunities form as a starting point to create an inherited workflow for this form on the Workflows page. From this page, you will open the Workflow (Diagram View) page for the inherited workflow.

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. Unpublish your current customization project or projects by doing the following:
   1. Open the Customization Projects (SM204505) form.
   2. On the form toolbar, click Unpublish All.

   For details on how to unpublish a customization project, see Project Unpublishing: To Unpublish a Single Project.

3. On the Customization Projects (SM204505) form, create a customization project named Opportunities.

Step 1: Adding a Form to the List of Customized Screens

Add the Opportunities (CR304000) form to the list of customized screens as follows:

1. Open the Opportunities form.
2. On the form title bar, click Customization > Show State Diagram.
3. In the State Diagram dialog box, which opens, notice the predefined workflow of the form, which is shown. Click Customize Workflow.
4. In the Select Customization Project dialog box, which opens, select the Opportunities customization project.
5. Click OK to close the dialog box.

   The CR304000 (Opportunities) Workflows page of the Customization Project Editor opens with the list of workflows for this screen. Notice that the list contains one workflow: Default Workflow. This is the predefined workflow of the form.

Step 2: Creating a Customized Workflow

Create a customized workflow for the Opportunities (CR304000) form as follows:

1. On the page toolbar of the CR304000 (Opportunities) Workflows page, which you opened in the previous step, click Add Workflow.
2. In the Add Workflow dialog box, which opens, specify the following settings:
   • Operation: Extend System Workflow

     This is the operation you select when you want to create an inherited workflow based on another workflow.

   • Base Workflow: Default Workflow

     This is the specific workflow that will be extended for the inherited workflow that you are creating. Although this screen has one workflow, others have several.

   • Workflow Type: DEFAULT

     This is the type of the base workflow that will be extended for the inherited workflow.

   • Workflow Name: OpportunitiesAssigned (the name of the workflow that will be displayed in the UI)
3. Click OK to close the dialog box.

   A row for the workflow appears in the table on the Workflows page. Notice that the workflow’s status is Inherited.

4. Select the Active check box for the created workflow.

   Notice that the Active check box has been cleared automatically for the predefined workflow (Default Workflow). This means that the system will not use this workflow for the form anymore, after the customization project is published.

5. On the page toolbar, click Save.
6. In the table, click the link in the Workflow Name column for the created workflow. The tree view of the CR304000 (Opportunities) State Diagram: OpportunitiesAssigned page opens.
7. On the page toolbar, click Diagram View.

   In future activities, you will use the diagram view of the workflow to customize the workflow that you have created.