Hi All,
Well, I am not saying you do not know what is a work flow, sure you do.
Just wanted to point - in Acumatica it is called Automation Steps and located System->Automation menu.
![]()
We can create work flow nodes for any screen in Acumatica, as many steps per screen as we want. In the above example I show standard Automation Step for Purchase Order screen, Step called NL Open. Based on the author's idea it supposed to mean Normal Order Open State ;)
Plain English - When the Purchase Order of type Normal is on Open Status, we should exercise this step. We are on this step. Whatever you like to call it.
Q: So, once we are here, what will define position of this step in a work flow?
A: Tab called Conditions, there you can see:
1. Approved Checkbox must be checked.
2. Hold checkbox must not be checked.
etc.
Q: Once we are here, what is configured under this step?
A: We can define Actions, Reports and Inquiries seen from the screen.
![]()
For example, action Approve is disabled, which is reasonable, since we approved the order already. Option to place order on Hold is available, so we have it active.
Last thing, we can define some fields on the screen here.
![]()
So basically its just a step in a long tree, so where is this hierarchy stored?
Here it is:
![]()
In order to see actual tree in XML form we should press the button Show Populated:
![]()
And here is the best part: ALL STEPS, FIELDS AND BRANCHES are in this XML code.
And we CAN COPY this code to another company. Meaning - WE CAN replicate our automation steps for another customer :)
In order to do it, just copy the XML text into a clipboard.
Then open another company, then Add definition , then Press "Show populated".
It will be blank, then just copy the text into it, then save the definition.
Then Press Activate Definition.
This way you can copy tailor made work flows to a newly created companies.
All the best,
Sergey.
Well, I am not saying you do not know what is a work flow, sure you do.
Just wanted to point - in Acumatica it is called Automation Steps and located System->Automation menu.
We can create work flow nodes for any screen in Acumatica, as many steps per screen as we want. In the above example I show standard Automation Step for Purchase Order screen, Step called NL Open. Based on the author's idea it supposed to mean Normal Order Open State ;)
Plain English - When the Purchase Order of type Normal is on Open Status, we should exercise this step. We are on this step. Whatever you like to call it.
Q: So, once we are here, what will define position of this step in a work flow?
A: Tab called Conditions, there you can see:
1. Approved Checkbox must be checked.
2. Hold checkbox must not be checked.
etc.
Q: Once we are here, what is configured under this step?
A: We can define Actions, Reports and Inquiries seen from the screen.
For example, action Approve is disabled, which is reasonable, since we approved the order already. Option to place order on Hold is available, so we have it active.
Last thing, we can define some fields on the screen here.
So basically its just a step in a long tree, so where is this hierarchy stored?
Here it is:
In order to see actual tree in XML form we should press the button Show Populated:
And here is the best part: ALL STEPS, FIELDS AND BRANCHES are in this XML code.
And we CAN COPY this code to another company. Meaning - WE CAN replicate our automation steps for another customer :)
In order to do it, just copy the XML text into a clipboard.
Then open another company, then Add definition , then Press "Show populated".
It will be blank, then just copy the text into it, then save the definition.
Then Press Activate Definition.
This way you can copy tailor made work flows to a newly created companies.
All the best,
Sergey.