Workflow (Diagram View)

You click an arrow (see Item 6 in the screenshot above) to expand or collapse the list of actions or event handlers that trigger transitions for this state.

You click the More button (Item 7) to invoke a More menu with the following commands:

• Edit State: Opens the State dialog box, which you can use to modify the state.
• Add Transition: Opens the Add Transition dialog box, which you can use to add a transition from the current state to another state. In the dialog box, you specify the action or event handler that causes the transition, and the target state.
• Delete State: Deletes the state. When you select this command, you need to confirm the deletion in the dialog box that is opened.

You click a plus button (Item 8) to manually draw a transition line for an action or an event handler that does not yet have any outgoing transitions from the current state. This opens the Add Transition Dialog Box dialog box with the Target State box filled in.

When the transition is created, the action or event handler that triggers it is added to the box with the current state with the name you have specified in the Trigger Name box of the dialog box.

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

Opens the Add State dialog box, which you use to add a new state to the 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 in the States and Transitions pane.

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.

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

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

The dialog box has the following elements.

Read-only. The type of the action, which 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 Advanced form.

The dialog box that will be displayed when the action is clicked. For details, see Workflow Elements: General Information.

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.

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.

The dialog box also contains the following buttons.

Closes the dialog box and creates the action.

Closes the dialog box without creating the action.

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 contains 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 contains 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. Alternatively, you can click Create (right of the box) and add a new 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.

Returns the workflow to its predefined state.

Closes the dialog box.

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

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

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

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

For a system action, the box is unavailable for editing.

The default value of the 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.
• Modified: The system action that you have modified.

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.

Opens the Transition dialog box.

Deletes the selected transition. When you select this command, you need to confirm the deletion in the dialog box that is opened.

The dialog box contains the following elements.

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

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

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 must be fulfilled for the transition to take place.

The target state of the transition. This box is filled in when you create a transition by clicking the plus button and manually drawing a transition line.

The dialog box also contains the Fields to Update After Transition table, which lists the fields that the system should update after the transition is performed. The table has the following columns.

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 dialog box also contains the following button.

Closes the dialog box and applies the selected options.