Workflow-Identifying Fields: To Create an Inherited Workflow

The following activity will walk you through the process of creating an inherited workflow for the Sales Orders (SO301000) form based on a predefined one. You will modify this workflow in other activities of this chapter to fit the company's preferred workflow for sales orders.

Story

Acting as the technical specialist, you need to create a customized workflow for sales orders on the Sales Orders (SO301000) form. This form uses the Behavior internal field as the workflow-identifying field. For sales orders, the Behavior field has the SO value, which is the type of the workflow for sales orders.

Process Overview

By using the Customized Screens page, you will add the Sales Orders (SO301000) form to the list of customized screens. You will then create a customized workflow for it based on a predefined one by using the Workflows 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. 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.
3. On the Customization Projects form, create a customization project named SalesOrdersCheckHold.
4. Open the Order Types (SO201000) form, and do the following:
   1. Select the SO order type.
   2. On the General tab, select the Hold Orders on Entry check box.
   3. Save your changes.

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

You will add the screen corresponding to the Sales Orders (SO301000) form to the list of customized screens as follows:

1. Open the Sales Orders form, and on the form title bar, click Customization > Show State Diagram.
2. In the State Diagram dialog box, which opens, click Customize Workflow.
3. In the Select Customization Project dialog box, which opens, select the SalesOrdersCheckHold customization project.
4. Click OK to close the dialog box.

   The SO301000 (Sales Orders) Workflows page of the Customization Project Editor opens. Notice that the table on the page contains multiple predefined workflows.

Step 2: Creating an Inherited Workflow for the Form

Create an inherited workflow for the Sales Orders (SO301000) form as follows:

1. While you are still on the SO301000 (Sales Orders) Workflows page, notice that the option in the Type Identifier box is Behavior.

   This box is unavailable because the Sales Orders form contains active workflows that use the option in this box as the workflow type.

2. On the page toolbar, click Add Workflow.
3. In the Add Workflow dialog box, which opens, specify the following settings:
   • Operation: Extend System Workflow
   • Base Workflow: SO Workflow
   • Workflow Type: SO
   • Workflow Subtype: SO

     This setting indicates that the value of the Behavior internal field is SO. (This is the type of the workflow for sales orders.)

   • Workflow Name: Sales Order
4. Click OK to close the dialog box.

   A row for the workflow appears in the table on the Workflows page. Notice that the workflow status is Inherited, and that in the Base System Workflow column, SO Workflow is specified for it.

5. Select the Active check box in the row of the workflow you created.

   Notice that the Active check box is still selected for the predefined workflow (SO Workflow).

6. Clear the Active check box for the SO Workflow predefined workflow.

   This setting makes the system use the modified Sales Order workflow instead of the predefined one (because it is the only active workflow now).

7. On the page toolbar, click Save.
8. In the table, click the link in the Workflow Name column for the created workflow.

   The SO301000 (Sales Orders) State Diagram: Sales Order page opens.