Workflow (Tree View)

Opens the Add Predefined State dialog box, which you use to add a predefined state to the workflow.

This command is not available for a predefined workflow

Opens the Add State dialog box, which you use to add a new state to the workflow.

This command is not available for a predefined workflow

Opens the Add Transition dialog box, which you use to add a transition to the workflow.

This command is available only if you select a state or one of the nodes under Transitions in the States and Transitions pane.

This command is not available for a predefined workflow

Opens the Change Parent State dialog box, which you use to select the parent state for the current state.

This command is available only if you select a state in the States and Transitions pane.

This command is not available for a predefined workflow

Changes the view of the workflow from the tree view to the diagram view. (In the diagram view, you can click the Tree View button to return to this view.)

Opens the Changes dialog box, which you use to view the changes in the workflow. This command is available only if the workflow is inherited (that is, based on a predefined workflow).

This command is not available for a predefined workflow

The dialog box contains the following elements.

A single-letter identifier of the state (for example, H for On Hold).

The display name of the state (for example, On Hold).

The parent state of the current state.

If you select a parent state, the state you are creating becomes a nested one for this parent state. If this parent state is not a composite state yet (that is, if it does not contain any nested states), the parent state becomes a composite state.

If you leave this box empty, the created state is added to the bottom of the list of states on the States and Transitions pane.

The dialog box has the following buttons.

Closes the dialog box and adds the state to the workflow.

Closes the dialog box without adding the state.

The dialog box has the following elements.

Read-only. The name of the current state.

The parent state of the current state.

If this box is empty and you select a value in it, the current state becomes a nested one. If the box contains a value and you remove it, the current state becomes an ordinary state (that is, neither composite nor nested). If you modify the value in this box, the current nested state moves to another composite state.

The dialog box has the following buttons.

Closes the dialog box and changes the parent state.

Closes the dialog box without saving your changes to the parent state.

The dialog box has the following elements.

The name of the predefined state.

The parent state for the predefined state.

If you leave this box empty, the state is added to the bottom of the list of states on the States and Transitions pane.

The dialog box has the following buttons.

Closes the dialog box and adds the predefined state to the workflow.

Closes the dialog box without adding the predefined state.

The dialog box contains the following elements.

Read-only. The name of the state from which the transition is being created.

An option button that indicates that the transition is triggered by an action.

An option button that indicates that the transition is triggered by an event handler.

The name of the action or event handler that triggers the transition. You can select a name from the drop-down list or click Create (right of the box) and add the action.

A button that you click to open the New Action dialog box, so that you can specify the settings of the new action.

This button is available if you select the Triggered by Action option button.

Optional. The condition that must be fulfilled for the transition to take place.

The target state of the transition.

In the box, you can select a nested state, a composite state, @Next (the next state in the composite state), or @ParentNext (the next state of the parent state).

The dialog box also contains the following buttons.

Closes the dialog box and adds the transition to the workflow.

Closes the dialog box without adding the transition.

The dialog box has the following elements.

Read-only. An option that indicates that the action changes the state of an entity as a part of a workflow.

Required. The internal name of the action, which will be displayed on the Actions page and in the Workflow Editor.

Required. The name of the action that will be displayed on the applicable MYOB Acumatica form.

The dialog box that will be displayed when the action is clicked.

The category of the More menu in which the menu command associated with the action will be displayed. The default list of categories depends on the form. To manage the categories, you click the Manage Categories button on the page toolbar of the Actions page.

A check box that indicates (if selected) that the action will be displayed as a button on the form toolbar as well as under the selected category of the More menu if the action is available for a record based on its state. If the action is available but no category is specified, the action will be displayed on the form toolbar and under the Other category.

If the check box is cleared, the action will not be displayed on the form toolbar but will be displayed on the More menu.

Closes the dialog box and creates the action.

Closes the dialog box without creating the action.

Returns the workflow to the predefined state.

Closes the dialog box.

Deletes the selected state or transition (the one you clicked before clicking this button).

Moves up the selected state or transition (the one you clicked before clicking this button).

Moves down the selected state or transition (the one you clicked before clicking this button).

A single-letter identifier of the state (for example, H for On Hold).

The display name of the state (for example, On Hold).

The condition that the system checks when an entity enters any nested state in a composite state. If the condition is fulfilled, the nested state is skipped. The box is displayed only for a nested state in a composite state.

If this condition is fulfilled, the system does the following for the selected nested state:

1. Assigns the default values for the fields as specified on the Fields tab if the selected state is the initial state of the workflow
2. Does not check the fields that should be updated when the entity enters the state and leaves it
3. Does not check any of the workflow settings
4. Moves the entity to the next state in the composite state

If the box is empty, the system uses the typical workflow for this state. That is, the transitions are triggered only by actions or event handlers, and the system does not check the skip condition again while the entity remains in this state.

Read-only. The state to which an entity will move if the skip condition is fulfilled and the entity skips the current state. The box is displayed only if you have selected a nested state.

A check box that indicates (if selected) that the selected state is active.

A check box that indicates (if selected) that this state is the initial state of the workflow.

Opens the Combo Box Values dialog box, where you can specify the list of values that are displayed as combo boxes.

A check box that indicates (if selected) that the field is active for the selected state.

The name of the DAC from which the field is selected.

The name of the field.

A check box that indicates (if selected) that the field is unavailable for the selected state.

A check box that indicates (if selected) that the field is hidden for the selected state.

A check box that indicates (if selected) that the field is required for the selected state.

The default value of the field.

Read-only. The status of the field.

The column can have one of the following values: Inherited or New.

A check box that indicates (if selected) that the field should be updated after the transition.

The name of the field that should be updated.

A check box that indicates (if selected) that the field value from the database should be used.

The new value for the field.

The status of the field to update.

The column can have one of the following values:

• Inherited: The field that has been added to the predefined workflow.
• New: The field that you have added to the workflow.

Opens the New Action dialog box, where you can create an action for the current state.

A check box that indicates (if selected) that the action is active for the selected state.

An action that is available for the selected state.

A check box that indicates (if selected) that the action should be available on the page toolbar (as a button) as well as on the More menu.

A read-only check box that indicates (if selected) that the action can be triggered automatically.

If this check box is selected for an action, to trigger this action automatically, you need to specify the condition in the Auto-Run Condition column.

A condition that (if fulfilled) makes the system trigger the action automatically.

This box is unavailable for editing if the Auto-Run Allowed check box is cleared for the action.

If the Auto-Run Allowed check box is selected for the action, the default value of this box is False, which indicates that the system does not trigger the action automatically.

An optional color notation that you can assign to the action to give users additional information about it. For example, you can use connotations to indicate to users which action in the entity processing workflow is the one most likely to be taken, given the state of the entity, which actions require special consideration, and which actions provide links to additional information, such as reports.

On the More menu, a connotation is displayed as a dot of the selected color (see the list below) right of the associated menu command. If the action is also displayed on the form toolbar, it is highlighted in the selected color.

You can select one of the following options (with the corresponding colors noted):

• Primary: The primary color of the site theme
• Secondary: The secondary color of the site theme
• Success: Green
• Danger: Red
• Warning: Yellow
• Info: Blue
• Light: Light gray
• Dark: Dark gray

For an action on a form with a workflow, you can also specify a connotation in the Action Properties dialog box of the Actions page. In this case, this connotation is used for this action in all states of an entity in the workflow. If in a specific state, another connotation is specified for the action, the state-specific connotation takes precedence.

A read-only box that indicates the status of the action.

The status of the action can be one of the following:

• Inherited: The system action.
• New: The action that you have created.

The name of the dialog box that is displayed when a user clicks the action, if applicable; in this dialog box, the user should enter the needed values.

A check box that indicates (if selected) that the event handler is active for the selected state.

An event handler that is available for the selected state.

A read-only box that indicates the status of the event handler.

The column can have one of the following values: Inherited or New.

Read-only. The name of the state from which the transition is performed.

A check box that indicates (if selected) that the transition is active.

An option button that indicates that the transition is triggered by an action.

An option button that indicates that the transition is triggered by an event handler.

The name of the action or event handler that triggers the transition.

Optional. The condition that should be fulfilled for the transition to take place.

The target state of the transition.

A check box that indicates (if selected) that the field should be updated after the transition.

The name of the field that should be updated.

A check box that indicates (if selected) that the field value from the database should be used.

The new value for the field.

The status of the field update.