Processing Operations: To Implement a Processing Operation by Using the Workflow

The following activity will walk you through the process of implementing a processing operation by using the workflow. Usually you use this approach if a workflow is implemented for the records that you are going to process on a processing form.

Story

You’ve created the UI of the Assign Work Orders (RS501000) processing form. Now you need to implement the processing operation for this form. A user can assign a repair work order on the Repair Work Orders (RS301000) form, where a workflow is implemented for the records. Because repair work order records have a workflow implemented, you’ve decided to implement the processing operation for the Assign Work Orders (RS501000) processing form by using this workflow.

Process Overview

In this activity, you'll define the processing operation by using the workflow. You’ll also test the form.

System Preparation

Before you begin performing the steps of this activity, do the following:

1. Prepare an MYOB Acumatica instance by performing the Test Instance for Customization: To Deploy an Instance with a Custom Form that Implements a Workflow prerequisite activity.
2. Create a processing form without filtering parameters by performing the Processing Form: To Create a Simple Processing Form prerequisite activity.

Step 1: Specifying a Workflow Action for Processing

In this step, you'll specify the Assign action of the Repair Work Orders (RS301000) form to be used for processing on the Assign Work Orders (RS501000) form. You'll also adjust the workflow of the Repair Work Orders (RS301000) form. Do the following:

1. In the RSSVAssignProcess graph, make sure you have defined the Cancel action for the toolbar and the WorkOrders data view, which provides the data records to be processed on the form.

           public PXCancel<RSSVWorkOrder> Cancel = null!;
           public 
               SelectFrom<RSSVWorkOrder>.
               // Inside the Where condition, use a fluent BQL statement 
               // that selects only the repair work orders with 
               // the Ready for Assignment status. 
               Where<RSSVWorkOrder.status.
                   IsEqual<RSSVWorkOrderEntry_Workflow.States.readyForAssignment>>.
               ProcessingView WorkOrders = null!;

2. In the RSSVAssignProcess graph, define the following RowSelected event handler.

           protected virtual void _(Events.RowSelected<RSSVWorkOrder> e)
           {
               WorkOrders.SetProcessWorkflowAction<RSSVWorkOrderEntry>(
                   graph => graph.Assign);
           }

3. In the RSSVWorkOrderEntry_Workflow class, in the lambda expression for the WithActions method, adjust the Assign action definition so that it can be used on the Assign Work Orders (RS501000) processing form as follows.

   					actions.Add(graph => graph.Assign, action => action
   					    .WithCategory(processingCategory)
   					    .WithForm(formAssign)
   					    .WithFieldAssignments(fields => {
   					        fields.Add<RSSVWorkOrder.assignee>(field =>
   					            field.SetFromFormField(formAssign, "Assignee"));
   					    })
   					    .MassProcessingScreen<RSSVAssignProcess>()
   					    .InBatchMode());

4. Rebuild the project.

Step 2: Specifying the Default Value for the Workflow Action

The Assign action of the Repair Work Orders (RS301000) form assigns a repair work order to the employee selected in a dialog box displayed for the action. Because a user cannot select the assignee for each record during processing on the processing form, you need to assign the default value for the assignee in the dialog box. The default value will be the assignee specified in the Assignee box on the Repair Work Orders (RS301000) form. The Assignee box will obtain its default value from the default employee specified on the Repair Work Order Preferences (RS101000) form. A user can change the assignee in the Assignee box.

In this step, you'll configure the RSSVAssignProcess graph, which works with the Assign Work Orders (RS501000) form, and adjust the workflow of the form. Do the following:

1. In the RSSVWorkOrder DAC, add the PXDefault attribute to the Assignee field. The default value of the Assignee field is the value of the DefaultEmployee field of the RSSVSetup DAC, which is specified on the Repair Work Order Preferences (RS101000) form.

           #region Assignee
           [Owner(DisplayName = "Assignee")]
           [PXDefault(typeof(RSSVSetup.defaultEmployee))]
           public virtual int? Assignee { get; set; }
           public abstract class assignee : PX.Data.BQL.BqlInt.Field<assignee> { }
           #endregion

2. In the RSSVWorkOrderEntry_Workflow class, specify the default value for the field in the dialog box for the Assign action as follows. The DefaultValueFromSchemaField method specifies that the default value is the value of the Assignee field of the RSSVWorkOrder DAC.

               var formAssign = context.Forms.Create("FormAssign", form =>
                   form.Prompt("Assign").WithFields(fields =>
                   {
                       fields.Add("Assignee", field => field
                          .WithSchemaOf<RSSVWorkOrder.assignee>()
                          .DefaultValueFromSchemaField()
                          .IsRequired()
                          .Prompt("Assignee"));
                   }));

3. Rebuild the project.

Step 3: Testing the Processing Form

In this step, you'll test the Assign Work Orders (RS501000) form. Do the following:

1. On the Repair Work Orders (RS301000) form, do the following:
   1. Open the 000001 repair work order. Specify Beauvoir, Layla as the assignee and click Remove Hold.
   2. Open the 000002 repair work order. Specify Baker, Maxwell as the assignee and click Remove Hold.
2. Open the Assign Work Orders (RS501000) form. Select the check box in the first column for the 000001 work order and click Assign on the form toolbar. The Assign dialog box opens (shown below).

   
   
   

   Leave the check box in the dialog box unselected, which indicates that the default value of the Assignee field should be used to process the record. In the previous step you have already specified that this field should use the value specified in the Assignee field of the RSSVWorkOrder DAC by calling the .DefaultValueFromSchemaField() method.

   Click Ok.

3. The Processing dialog box is displayed, which shows the progress and then the result of the operation (see below). Close the dialog box.

   
   
   

4. On the Repair Work Orders form, make sure that the 000001 work order now has the Assigned status and that the assignee is Beauvoir, Layla, as shown below.